Filings through .
Filed June 3, 2014
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 | Participant loan processing; Recordke... | $2,008 |
6 funds of $250K or more; 27 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, mutual fund, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $3.5M | 81.0% |
| Mutual of America Interest Accumulation Account Mutual of America · Insurance contract Recordkeeper's own fund | $288K | 6.6% |
| Equity Index Fund Mutual of America · Mutual fund IndexRecordkeeper's own fund | $181K | 4.1% |
| Vanguard VIF Total Bond Market N/R Vanguard · Mutual fund Index | $90K | 2.1% |
| PIMCO VIT Real Return Portfolio PIMCO (Allianz) · Mutual fund | $45K | 1.0% |
| International Fund Mutual of America · Mutual fund Recordkeeper's own fund | $38K | 0.9% |
| EQ/Mid Cap Index Portfolio Mutual of America · Mutual fund IndexRecordkeeper's own fund | $28K | 0.6% |
| Moderate Allocation Fund Mutual of America · Mutual fund Recordkeeper's own fund | $26K | 0.6% |
| Dimensional Retirement Income Fund Institutional Class Dimensional · Mutual fund | $21K | 0.5% |
| Aggressive Allocation Fund Institutional Mutual of America · Mutual fund Recordkeeper's own fund | $19K | 0.4% |
Added 5 funds.
| Fund | Year-end value |
|---|---|
| AddedMoA Clear Passage 2030 Fund | $1.3M |
| AddedMoA Clear Passage 2040 Fund | $567K |
| AddedMoA Clear Passage 2025 Fund | $504K |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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.