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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,687 |
7 funds of $250K or more; 33 lines in all, holding $4.9M of the plan's $5.0M. From the 2025 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Mutual fund Target-date, 8 vintagesRecordkeeper's own fund | $2.1M | 43.7% |
| MoA Clear Passage Mutual of America · Separate account Target-date, 1 vintageRecordkeeper's own fund | $702K | 14.3% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price · Mutual fund | $338K | 6.9% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $199K | 4.1% |
| Fully Benefit Responsive Investment Contracts Mutual of America Mutual of America · Insurance contract Recordkeeper's own fund | $182K | 3.7% |
| Variable Insurance Fund Vanguard · Insurance contract | $158K | 3.2% |
| Equity Index Fund Mutual of America · Mutual fund IndexRecordkeeper's own fund | $134K | 2.7% |
| Moderate Allocation Fund Mutual of America · Mutual fund Recordkeeper's own fund | $130K | 2.6% |
| Vanguard Variable Insurance Fund Diversified N/R Vanguard · Insurance contract | $124K | 2.5% |
| EQ/Mid Cap Index Portfolio Mutual of America · Mutual fund IndexRecordkeeper's own fund | $120K | 2.4% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedT. Rowe Price Blue Chip Growth Fund, Inc. | $338K |
| DroppedPooled separate accounts PIMCO VIT Real Return Portfolio N/R | $269K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.