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| Provider | Service type | Compensation |
|---|---|---|
MUTUAL OF AMERICA INVESTMENT CORP10+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $9,247 |
2 funds of $250K or more; 12 lines in all, holding $20.8M of the plan's $20.8M. From the 2025 filing. Recordkeeper: Mutual of America.
| Fund | Dollars | % of funds% |
|---|---|---|
| Separate Account Funds: Mutual of America Mutual of America · Separate account Recordkeeper's own fund | $16.4M | 78.8% |
| Interest Accumulation Account Mutual of America · Other Recordkeeper's own fund | $3.7M | 18.0% |
| Growth Portfolio Fidelity (FMR) · Mutual fund | $145K | 0.7% |
| Lincoln VOP Social Awareness Lincoln Financial · Other | $114K | 0.5% |
| Voya Voya · Insurance contract | $110K | 0.5% |
| Fixed Income Account Voya · Insurance contract | $99K | 0.5% |
| T. Rowe Price Structured T. Rowe Price · Mutual fund | $93K | 0.4% |
| Lincoln Guaranteed Interest Account Lincoln Financial · Insurance contract | $51K | 0.2% |
| State Street Small Cap Index State Street (SSgA) · Mutual fund Index | $27K | 0.1% |
| State Street S&P 500 Index Fund Class N State Street (SSgA) · Mutual fund Index | $14K | <0.1% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.