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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $2,159 |
3 funds of $250K or more; 29 lines in all, holding $3.8M of the plan's $3.9M. From the 2025 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, mutual fund, 23% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $888K | 23.1% |
| Mutual of America Interest Accumulation Fund Mutual of America · Mutual fund Recordkeeper's own fund | $813K | 21.2% |
| Equity Index Fund Mutual of America · Mutual fund IndexRecordkeeper's own fund | $683K | 17.8% |
| DWS Capital Growth VIP DWS · Mutual fund | $290K | 7.5% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $231K | 6.0% |
| Fidelity VIP Equity-Income Portfolio Fidelity (FMR) · Mutual fund | $171K | 4.4% |
| EQ/Mid Cap Index Portfolio Mutual of America · Mutual fund IndexRecordkeeper's own fund | $154K | 4.0% |
| International Portfolio Vanguard · Mutual fund | $99K | 2.6% |
| Small Cap Growth Fund Mutual of America · Mutual fund Recordkeeper's own fund | $73K | 1.9% |
| Diversified Value Portfolio Vanguard · Mutual fund | $72K | 1.9% |
Added 2 funds.
| Fund | Year-end value |
|---|---|
| AddedMutual of America Interest Accumulation Fund | $813K |
| AddedDWS Capital Growth VIP | $290K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.