Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $131,702 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $0 |
20 funds of $250K or more; 31 lines in all, holding $37.6M of the plan's $38.1M. From the 2025 filing. Recordkeeper: Mutual OF America SEC.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mutual of America Passage 2030 Fund Mutual of America · Mutual fund | $7.3M | 19.5% |
| Mutual of America Passage 2025 Fund Mutual of America · Mutual fund | $3.7M | 9.8% |
| a Mutual of America Passage 2035 Fund Mutual of America · Mutual fund | $3.5M | 9.3% |
| Mutual of America Passage 2040 Fund Mutual of America · Mutual fund | $3.1M | 8.3% |
| Mutual of America Passage 2045 Fund Mutual of America · Mutual fund | $2.7M | 7.1% |
| Mutual of America Passage 2020 Fund Mutual of America · Mutual fund | $2.3M | 6.1% |
| Equity Index Fund Mutual of America · Mutual fund Index | $1.8M | 4.8% |
| Mutual of America Passage 2050 Fund Mutual of America · Mutual fund | $1.7M | 4.5% |
| Mutual of America Passage 2055 Fund Mutual of America · Mutual fund | $1.6M | 4.3% |
| Mutual of America Passage 2060 Fund Mutual of America · Mutual fund | $1.6M | 4.2% |
Added 2 funds, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| AddedDimensional Retirement Income Fund Institutional Class | $1.2M |
| DroppedPlan Name: Kendal-Crosslands Communities 403 Plan T.Rowe Price | $1.1M |
| AddedDodge & Cox Stock Fund | $879K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
The auditor signed off without reservation. This is the cleanest opinion.