Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,836 |
12 funds of $250K or more; 37 lines in all, holding $12.6M of the plan's $12.6M. From the 2025 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, other, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Separate account Target-date, 11 vintagesRecordkeeper's own fund | $6.4M | 50.8% |
| Mutual of America Equity Index Fund Mutual of America · Separate account IndexRecordkeeper's own fund | $1.4M | 11.2% |
| Guaranteed Interest Account Mutual of America Mutual of America · Insurance contract Recordkeeper's own fund | $703K | 5.6% |
| Fidelity VIP Contrafund Portfolio Fidelity (FMR) · Separate account | $621K | 4.9% |
| Calvert VP SRI Balanced Portfolio Morgan Stanley · Separate account | $501K | 4.0% |
| Mutual of America Mid-Cap Equity Index Fund Mutual of America · Separate account IndexRecordkeeper's own fund | $392K | 3.1% |
| Deutsche VSI Capital Growth VIP Manager not matched · Separate account | $271K | 2.2% |
| Vanguard VIF International Portfolio Vanguard · Separate account | $245K | 2.0% |
| Mutual of America Life Insurance Company American Century VP Capital Appreciation Fund American Century · Insurance contract | $219K | 1.7% |
| T. Rowe Price Blue Chip Growth T. Rowe Price · Separate account | $192K | 1.5% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.