Filings through .
Filed September 27, 2007
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 | Recordkeeping and information managem... | $1,927 |
12 funds of $250K or more; 36 lines in all, holding $9.4M of the plan's $9.9M. From the 2025 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $5.0M | 53.1% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $1.1M | 12.1% |
| Mutual of America Interest Accumulation Acct. Insurance Co. General Acct. Mutual of America · Insurance contract Recordkeeper's own fund | $739K | 7.8% |
| Equity Index Fund Mutual of America · Mutual fund IndexRecordkeeper's own fund | $527K | 5.6% |
| Fidelity VIP Equity-Income Portfolio Fidelity (FMR) · Mutual fund | $316K | 3.3% |
| Diversified Value Portfolio Vanguard · Mutual fund | $314K | 3.3% |
| Moderate Allocation Fund Mutual of America · Mutual fund Recordkeeper's own fund | $156K | 1.7% |
| EQ/Mid Cap Index Portfolio Mutual of America · Mutual fund IndexRecordkeeper's own fund | $140K | 1.5% |
| International Fund Mutual of America · Mutual fund Recordkeeper's own fund | $138K | 1.5% |
| International Portfolio Vanguard · Mutual fund | $123K | 1.3% |
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 signed off without reservation. This is the cleanest opinion.