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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $0 |
1 fund of $250K or more; 13 lines in all, holding $6.2M of the plan's $6.3M. From the 2025 filing. Recordkeeper: Mutual of America.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mutual Fund Mutual of America Mutual of America · Mutual fund Recordkeeper's own fund | $5.7M | 91.1% |
| Mutual Fund Mutual of America Vanguard Windsor II Admiral Vanguard · Mutual fund | $186K | 3.0% |
| Collective Trust Fund Mutual of America Mutual of America · Collective trust Recordkeeper's own fund | $118K | 1.9% |
| Mutual of America T. Rowe Price Blue Chip Growth I T. Rowe Price · Mutual fund | $80K | 1.3% |
| Mutual of America Vanguard Strategic Equity Inv Vanguard · Mutual fund | $36K | 0.6% |
| Mutual of America T. Rowe Price Spectrum Cnsrv Allc I T. Rowe Price · Mutual fund | $31K | 0.5% |
| Mutual of America Vanguard Total Bond Market Index Adm Vanguard · Mutual fund Index | $30K | 0.5% |
| Mutual Fund Mutual of America Vanguard Real Estate Index Admiral Vanguard · Mutual fund Index | $24K | 0.4% |
| Mutual Fund Mutual of America Vanguard International Growth Adm Vanguard · Mutual fund | $24K | 0.4% |
| Mutual Fund Mutual of America Victory RS Small Cap Growth R6 Victory Capital · Mutual fund | $13K | 0.2% |
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.
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.