Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MUTUAL OF AMERICA INVESTMENT CORP11+ years Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $674 |
30 funds hold $1.8M of the plan's $1.8M. From the 2023 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, other, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Separate account Target-date, 9 vintagesRecordkeeper's own fund | $664K | 37.0% |
| Mutual of America Moderate Allocation Fund Mutual of America · Separate account Recordkeeper's own fund | $176K | 9.8% |
| Mutual of America Equity Index Fund Mutual of America · Separate account IndexRecordkeeper's own fund | $158K | 8.8% |
| Mutual of America Aggressive Allocation Fund Mutual of America · Separate account Recordkeeper's own fund | $135K | 7.5% |
| DWS Capital Growth Fund DWS · Separate account | $85K | 4.7% |
| Vanguard VIF International Portfolio Vanguard · Separate account | $80K | 4.5% |
| Fidelity VIP Contrafund Portfolio Fidelity (FMR) · Separate account | $79K | 4.4% |
| Fidelity VIP Mid Cap Portfolio Fidelity (FMR) · Separate account | $62K | 3.5% |
| Fidelity VIP Equity-Income Portfolio Fidelity (FMR) · Separate account | $46K | 2.6% |
| Vanguard VIF Diversified Value Portfolio Vanguard · Separate account | $43K | 2.4% |
No lineup changes between the 2022 and 2023 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 2022 and 2023 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.