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1 fund of $250K or more; 8 lines in all, holding $1.6M of the plan's $1.6M. From the 2024 filing. Recordkeeper: Mutual of America.
| Fund | Dollars | % of funds% |
|---|---|---|
| Group Annuity Contract Mutual of America Mutual of America · Insurance contract Recordkeeper's own fund | $1.4M | 90.5% |
| Group Annuity Contract Mutual of America T. Rowe Price Blue Chip Growth Port T. Rowe Price · Insurance contract | $69K | 4.3% |
| Group Annuity Contract Mutual of America Vanguard VIF Diversified Value Port Vanguard · Insurance contract | $27K | 1.7% |
| Group Annuity Contract Mutual of America Vanguard VIF International Portfoli Vanguard · Insurance contract | $18K | 1.1% |
| Group Annuity Contract Mutual of America Vanguard VIF Total Bond Market Inde Vanguard · Insurance contract Index | $14K | 0.9% |
| Attachment to Jan2024 Form Manager not matched · Other | $11K | 0.7% |
| Group Annuity Contract Mutual of America Vanguard VIF Real Estate Index Port Vanguard · Insurance contract Index | $11K | 0.7% |
| The Licking County Aging Program, Inc. . Mutual of America · Insurance contract Recordkeeper's own fund | $2K | 0.1% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).