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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA INVESTMENTS CORP Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $1,124 |
2 funds of $250K or more; 36 lines in all, holding $2.7M of the plan's $3.3M. From the 2025 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $1.8M | 66.6% |
| Mutual of America Interest Accumulation Account ne Mutual of America · Other Recordkeeper's own fund | $152K | 5.7% |
| Mutual of America T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $123K | 4.6% |
| Mutual of America Fidelity VIP Asset Manager Portfolio Fidelity (FMR) · Mutual fund | $119K | 4.4% |
| Mutual of America Fidelity VIP Contrafund Portfolio Fidelity (FMR) · Mutual fund | $76K | 2.8% |
| Mutual of America PIMCO VIT Real Return Portfolio PIMCO (Allianz) · Mutual fund | $56K | 2.1% |
| Dimensional Retirement Income Fund Institutional Class Dimensional · Mutual fund | $40K | 1.5% |
| Mutual of America Money Market Fund Mutual of America · Money market Recordkeeper's own fund | $31K | 1.1% |
| Mutual of America Fidelity VIP Mid Cap Portfolio Fidelity (FMR) · Mutual fund | $27K | 1.0% |
| Mutual of America Fidelity VIP Equity-Income Portfolio Fidelity (FMR) · Mutual fund | $26K | 1.0% |
Covers 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).