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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $1,398 |
12 funds of $250K or more; 34 lines in all, holding $9.1M of the plan's $9.2M. From the 2025 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $4.7M | 51.8% |
| VIP Equity-Income Portfolio 2,005 Fidelity Fidelity (FMR) · Mutual fund | $821K | 9.0% |
| Equity Index Fund Mutual of America · Mutual fund IndexRecordkeeper's own fund | $600K | 6.6% |
| Mutual of America Interest Accumulation Fund Mutual of America · Mutual fund Recordkeeper's own fund | $561K | 6.1% |
| Dimensional Retirement Income Fund Institutional Class Dimensional · Mutual fund | $516K | 5.6% |
| EQ/Mid Cap Index Portfolio Mutual of America · Mutual fund IndexRecordkeeper's own fund | $328K | 3.6% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $251K | 2.7% |
| DWS Capital Growth VIP DWS · Other | $240K | 2.6% |
| International Portfolio Vanguard · Mutual fund | $196K | 2.1% |
| Core Bond Fund Mutual of America · Mutual fund Recordkeeper's own fund | $157K | 1.7% |
Added 3 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedVIP Equity-Income Portfolio 2,005 Fidelity | $821K |
| DroppedFidelity Contrafund | $668K |
| AddedEquity Index Fund | $600K |
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.
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.