Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,894 |
4 funds of $250K or more; 34 lines in all, holding $4.1M of the plan's $4.1M. From the 2025 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, other, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA US Government Money Market Fund Mutual of America · Insurance contract Recordkeeper's own fund | $1.5M | 36.3% |
| MoA Clear Passage Mutual of America · Insurance contract Target-date, 10 vintagesRecordkeeper's own fund | $1.2M | 28.6% |
| Fidelity VIP Asset Manager Portfolio Mutual of America Fidelity (FMR) · Insurance contract | $261K | 6.4% |
| MoA Mid Cap Value Fund Mutual of America · Insurance contract Recordkeeper's own fund | $177K | 4.3% |
| MFS VIT III Mid Cap Value Portfolio Mutual of America MFS (Sun Life) · Insurance contract | $137K | 3.3% |
| MoA Core Bond Fund Mutual of America · Insurance contract Recordkeeper's own fund | $125K | 3.0% |
| MoA Balanced Fund Mutual of America · Insurance contract Recordkeeper's own fund | $114K | 2.8% |
| MoA International Fund Mutual of America · Insurance contract Recordkeeper's own fund | $71K | 1.7% |
| PIMCO VIT Real Return Portfolio Mutual of America PIMCO (Allianz) · Insurance contract | $70K | 1.7% |
| MoA Small Cap Equity Index Fund Mutual of America · Insurance contract IndexRecordkeeper's own fund | $70K | 1.7% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.