Filings through .
Filed December 21, 2016
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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3 funds of $250K or more; 26 lines in all, holding $2.5M of the plan's $2.5M. From the 2024 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, other, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Insurance contract Target-date, 10 vintagesRecordkeeper's own fund | $1.2M | 45.8% |
| MOA Interest Accumulation Account Mutual of America · Insurance contract Recordkeeper's own fund | $456K | 18.0% |
| MoA Equity Index Fund Mutual of America · Insurance contract IndexRecordkeeper's own fund | $187K | 7.4% |
| DWS Capital Growth VIP DWS · Insurance contract | $164K | 6.5% |
| Fidelity VIP Contrafund Portfolio Fidelity (FMR) · Insurance contract | $151K | 6.0% |
| MoA Small Cap Growth Fund Mutual of America · Insurance contract Recordkeeper's own fund | $72K | 2.8% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Insurance contract | $48K | 1.9% |
| Fidelity VIP Equity-Income Portfolio Fidelity (FMR) · Insurance contract | $48K | 1.9% |
| MoA All America Fund Mutual of America Mutual of America · Insurance contract Recordkeeper's own fund | $47K | 1.9% |
| MoA Mid Cap Equity Index Fund Mutual of America · Insurance contract IndexRecordkeeper's own fund | $33K | 1.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.