Filings through .
Filed February 24, 2025
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5 funds of $250K or more; 28 lines in all, holding $3.6M of the plan's $3.6M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: T. Rowe Price Retirement, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Mutual of America · Mutual fund Target-date, 10 vintages | $2.5M | 67.6% |
| Mutual of America Life Insurance Company General Account Interest Accumulation Account Mutual of America · Insurance contract | $474K | 13.0% |
| Mutual of America Conservative Allocation Mutual of America · Other | $108K | 3.0% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $85K | 2.3% |
| International Portfolio Vanguard · Mutual fund | $76K | 2.1% |
| Calvert VP SRI Balanced Portfolio Morgan Stanley · Mutual fund | $55K | 1.5% |
| Mutual of America Aggressive Allocation Mutual of America · Other | $50K | 1.4% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $37K | 1.0% |
| Diversified Value Portfolio Vanguard · Mutual fund | $37K | 1.0% |
| DWS Capital Growth VIP DWS · Other | $31K | 0.8% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.