Filings through .
Filed March 31, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $112,014 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $14,218 |
20 funds of $250K or more; 23 lines in all, holding $28.8M of the plan's $30.9M. From the 2025 filing. Recordkeeper: Mutual OF America SEC.
Target-date series: MoA Clear Passage, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Mutual fund Target-date, 11 vintages | $18.5M | 64.4% |
| Equity Index Fund Mutual of America · Mutual fund Index | $2.1M | 7.4% |
| Invesco Stable Value Trust - Class A1 Invesco · Insurance contract | $2.0M | 6.9% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $1.7M | 5.9% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $983K | 3.4% |
| Calvert Bond Fund Class R6 Morgan Stanley · Mutual fund | $666K | 2.3% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $515K | 1.8% |
| Dodge & Cox Stock Fund Class I Dodge & Cox · Mutual fund | $502K | 1.7% |
| Calvert US Large-Cap Core Responsible Index Fund Class R6 Morgan Stanley · Mutual fund Index | $372K | 1.3% |
| MoA Clear Passage 2015 Fund Mutual of America · Mutual fund Possible retail class A | $283K | 1.0% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedDimensional Retirement Income Fund Institutional Class | $313K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.