Filings through .
Filed January 8, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $8,823 |
14 funds of $250K or more; 34 lines in all, holding $11.8M of the plan's $13.1M. From the 2025 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Manager not matched · Mutual fund Target-date, 11 vintages | $7.5M | 63.5% |
| MoA Equity Index Fund Manager not matched · Mutual fund Index | $859K | 7.3% |
| Diversified Value Portfolio Vanguard · Mutual fund | $457K | 3.9% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $357K | 3.0% |
| MoA Aggressive Allocation Fund Manager not matched · Mutual fund | $287K | 2.4% |
| MoA Moderate Allocation Fund Manager not matched · Mutual fund | $264K | 2.2% |
| Invesco V.I. Main Street Fund Invesco · Mutual fund | $235K | 2.0% |
| MoA All America Fund Manager not matched · Mutual fund | $229K | 1.9% |
| MFS VIT III Mid Cap Value Portfolio MFS (Sun Life) · Mutual fund | $222K | 1.9% |
| Interest in Subaccounts of the MOA Separate Account 2 DWS Capital Growth VIP DWS · Separate account | $201K | 1.7% |
Added 14 funds.
| Fund | Year-end value |
|---|---|
| AddedMoA Clear Passage 2040 Fund | $1.1M |
| AddedMoA Clear Passage 2050 Fund | $1.0M |
| AddedMoA Clear Passage 2045 Fund | $1.0M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 stable value or insurance lines.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.