Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $2,519 |
14 funds of $250K or more; 58 lines in all, holding $18.4M of the plan's $18.6M. From the 2025 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Mutual fund Target-date, 9 vintagesRecordkeeper's own fund | $12.0M | 65.2% |
| Equity Index Fund Mutual of America · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $1.1M | 5.7% |
| Mutual of America Aggressive Allocation Mutual of America · Other Recordkeeper's own fund | $854K | 4.6% |
| Guaranteed Interest Account Mutual of America Life Insurance Company Mutual of America · Insurance contract Recordkeeper's own fund | $532K | 2.9% |
| Calvert VP SRI Balanced Portfolio Morgan Stanley · Mutual fund Possible retail class A | $434K | 2.4% |
| Fidelity Investments VIP Asset Manager Multi-strategy PSA Fidelity (FMR) · Mutual fund Possible retail class A | $393K | 2.1% |
| Mutual of America Life Insurance Company T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Insurance contract | $367K | 2.0% |
| Fidelity VIP Contrafund Portfolio Fidelity (FMR) · Mutual fund Possible retail class A | $319K | 1.7% |
| American Century VP Capital Appreciation Multi-strategy PSA American Century · Other | $238K | 1.3% |
| VP - Aggressive Manager not matched · Other | $206K | 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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.