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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $1,635 |
6 funds of $250K or more; 33 lines in all, holding $3.6M of the plan's $3.7M. From the 2025 filing. Recordkeeper: Mutual of America.
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage 2030 Fund Mutual of America · Mutual fund Recordkeeper's own fund | $543K | 15.2% |
| Mutual of America Conservative Allocation Fund Mutual of America · Mutual fund Recordkeeper's own fund | $445K | 12.4% |
| MoA Clear Passage 2025 Fund Mutual of America · Mutual fund Recordkeeper's own fund | $338K | 9.4% |
| MoA Clear Passage 2050 Fund Mutual of America · Mutual fund Recordkeeper's own fund | $315K | 8.8% |
| MoA Clear Passage 2040 Fund Mutual of America · Mutual fund Recordkeeper's own fund | $309K | 8.6% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $263K | 7.4% |
| MoA Clear Passage 2020 Fund Mutual of America · Mutual fund Recordkeeper's own fund | $210K | 5.9% |
| MoA Clear Passage 2035 Fund Mutual of America · Mutual fund Recordkeeper's own fund | $206K | 5.7% |
| MoA Clear Passage 2045 Fund Mutual of America · Mutual fund Recordkeeper's own fund | $176K | 4.9% |
| Investments at Contract Value: Mutual of America Interest Accumulation Account Mutual of America · Insurance contract Recordkeeper's own fund | $150K | 4.2% |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.