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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $2,588 |
6 funds of $250K or more; 30 lines in all, holding $4.4M of the plan's $4.4M. From the 2025 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, other, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Insurance contract Target-date, 10 vintagesRecordkeeper's own fund | $3.3M | 75.4% |
| Guaranteed Contract Interest Accumulation Mutual of America · Insurance contract Recordkeeper's own fund | $388K | 8.9% |
| Mutual of America Equity Index Fund Mutual of America · Insurance contract IndexRecordkeeper's own fund | $196K | 4.5% |
| Mutual of America Insurance Co. Mutual of America · Insurance contract Recordkeeper's own fund | $112K | 2.6% |
| Mutual of America All America Fund Mutual of America · Insurance contract Recordkeeper's own fund | $57K | 1.3% |
| Mutual of America Conservative Allocation Fund Mutual of America · Insurance contract Recordkeeper's own fund | $54K | 1.2% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $52K | 1.2% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $47K | 1.1% |
| American Funds Insurance Series New World Fund Capital Group · Insurance contract | $42K | 1.0% |
| Mutual of America Aggressive Allocation Fund Mutual of America · Insurance contract Recordkeeper's own fund | $29K | 0.7% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.