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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,995 |
6 funds of $250K or more; 28 lines in all, holding $5.0M of the plan's $5.0M. From the 2025 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, other, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Insurance contract Target-date, 10 vintagesRecordkeeper's own fund | $2.3M | 46.7% |
| Contract with Interest Accumulation Acco Mutual of America · Insurance contract Recordkeeper's own fund | $1.3M | 26.5% |
| Mutual of America US Government Money Market Fund Mutual of America · Insurance contract Recordkeeper's own fund | $305K | 6.2% |
| Mutual of America Equity Index Fund Mutual of America · Insurance contract IndexRecordkeeper's own fund | $167K | 3.4% |
| Fidelity VIP Mid Cap Portfolio Fidelity (FMR) · Mutual fund | $115K | 2.3% |
| Deutsche VSI Capital Growth VIP Manager not matched · Other | $93K | 1.9% |
| Fidelity VIP Equity-Income Portfolio Fidelity (FMR) · Mutual fund | $74K | 1.5% |
| Mutual of America Mid Cap Equity Index Fund Mutual of America · Insurance contract IndexRecordkeeper's own fund | $71K | 1.4% |
| Mutual of America Balanced Fund Mutual of America · Insurance contract Recordkeeper's own fund | $59K | 1.2% |
| Mutual of America Moderate Allocation Fund Mutual of America · Insurance contract Recordkeeper's own fund | $52K | 1.0% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.