Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $30,350 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $0 |
8 funds of $250K or more; 23 lines in all, holding $6.8M of the plan's $6.8M. From the 2025 filing. Recordkeeper: Mutual OF America SEC.
Target-date series: MoA Clear Passage, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Mutual fund Target-date, 10 vintages | $2.9M | 42.6% |
| T. Rowe Price Blue Chip Growth I a T. Rowe Price · Mutual fund Possible retail class A | $1.7M | 24.9% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $461K | 6.7% |
| Mutual of America Dodge & Cox Stock Dodge & Cox · Mutual fund Possible retail class A | $372K | 5.4% |
| Equity Index Fund Mutual of America · Mutual fund IndexPossible retail class A | $198K | 2.9% |
| Calvert International Responsible Index R6 a Morgan Stanley · Mutual fund Index | $149K | 2.2% |
| MFS Mid Cap Value R6 Mutual of America MFS (Sun Life) · Mutual fund Possible retail class A | $140K | 2.0% |
| Mutual of America Calvert Bond R6 Morgan Stanley · Mutual fund Possible retail class A | $137K | 2.0% |
| Vanguard Treasury Money Market Fund (Investor A) Vanguard · Money market | $136K | 2.0% |
| PIMCO Real Return Instl Mutual of America PIMCO (Allianz) · Mutual fund Possible retail class A | $102K | 1.5% |
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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.