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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,824 |
17 funds of $250K or more; 33 lines in all, holding $20.9M of the plan's $23.5M. From the 2024 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $12.4M | 59.4% |
| Equity Index Fund Mutual of America · Mutual fund IndexRecordkeeper's own fund | $1.8M | 8.7% |
| EQ/Mid Cap Index Portfolio Mutual of America · Mutual fund IndexRecordkeeper's own fund | $966K | 4.6% |
| DWS Capital Growth Fund DWS · Mutual fund | $914K | 4.4% |
| Moderate Allocation Mutual of America · Other Recordkeeper's own fund | $713K | 3.4% |
| Aggressive Allocation Mutual of America · Other Recordkeeper's own fund | $581K | 2.8% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $547K | 2.6% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $517K | 2.5% |
| Fidelity VIP Equity-Income Portfolio Fidelity (FMR) · Mutual fund | $316K | 1.5% |
| Vanguard VIF Diversified Value Vanguard · Mutual fund | $297K | 1.4% |
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.
The auditor signed off without reservation. This is the cleanest opinion.