Filings through .
Filed December 14, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $4,537 |
13 funds of $250K or more; 28 lines in all, holding $13.7M of the plan's $13.8M. From the 2024 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $8.3M | 60.4% |
| T. Rowe Price Blue Chip Growth Fund T. Rowe Price · Mutual fund Possible retail class A | $2.0M | 14.4% |
| Equity Index Fund Mutual of America · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $726K | 5.3% |
| Mutual of America Ins Gen Acct Mutual of America · Other Recordkeeper's own fund | $575K | 4.2% |
| Mutual of America Mid-Cap Equity Index Mutual of America · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $277K | 2.0% |
| Mutual of America Fidelity VIP Mid Cap Portfolio Fidelity (FMR) · Mutual fund Possible retail class A | $252K | 1.8% |
| Fidelity VIP Equity-Income Portfolio Fidelity (FMR) · Mutual fund Possible retail class A | $244K | 1.8% |
| Mutual of America Retirement Income Fund Mutual of America · Mutual fund Possible retail class ARecordkeeper's own fund | $236K | 1.7% |
| Mutual of America Fidelity VIP Contrafund Portfilio Fidelity (FMR) · Mutual fund Possible retail class A | $199K | 1.5% |
| Vanguard VIF International Vanguard · Mutual fund Possible retail class A | $175K | 1.3% |
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.
The auditor signed off without reservation. This is the cleanest opinion.