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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,363 |
3 funds of $250K or more; 40 lines in all, holding $2.4M of the plan's $2.4M. From the 2025 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, other, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Insurance contract Target-date, 10 vintagesRecordkeeper's own fund | $1.5M | 60.7% |
| Mutual of America Interest Accumulation Account Mutual of America · Insurance contract Recordkeeper's own fund | $320K | 13.3% |
| Separate Accounts Moderate Allocation Fund Mutual of America · Insurance contract Recordkeeper's own fund | $167K | 6.9% |
| Separate Accounts Conservative Allocation Fund Mutual of America · Insurance contract Recordkeeper's own fund | $121K | 5.1% |
| Separate Accounts Vanguard VIF Diversified Value Portfolio Fund Vanguard · Insurance contract | $56K | 2.3% |
| Separate Accounts Equity Index Fund Mutual of America · Insurance contract IndexRecordkeeper's own fund | $41K | 1.7% |
| Separate Accounts DWS Capital Growth VIP Fund DWS · Insurance contract | $37K | 1.5% |
| Separate Accounts Fidelity VIP Asset Manager Portfolio Fund Fidelity (FMR) · Insurance contract | $35K | 1.4% |
| Separate Accounts Small-Cap Growth Fund Mutual of America · Insurance contract Recordkeeper's own fund | $32K | 1.3% |
| Separate Accounts Small-Cap Value Fund Mutual of America · Insurance contract Recordkeeper's own fund | $25K | 1.1% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.