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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $3,077 |
6 funds of $250K or more; 15 lines in all, holding $4.3M of the plan's $4.3M. From the 2025 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, other, 89% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Separate account Target-date, 10 vintagesRecordkeeper's own fund | $3.9M | 89.3% |
| General Account Fund: Mutual of America Interest Accumulation Account Mutual of America · Insurance contract Recordkeeper's own fund | $237K | 5.5% |
| Mutual of America Core Bond Fund Mutual of America · Separate account Recordkeeper's own fund | $169K | 3.9% |
| Dimensional Retirement Income Fund Institutional Class Dimensional · Separate account | $12K | 0.3% |
| Mutual of America T Rowe Blue Chip T. Rowe Price · Separate account | $10K | 0.2% |
| Mutual of America Fidelity VIP Contrafund Portfolio Fidelity (FMR) · Separate account | $9K | 0.2% |
| Mutual of America DWS Capital Growth VIP DWS · Separate account | $9K | 0.2% |
| Mutual of America Small Cap Growth Fund Mutual of America · Separate account Recordkeeper's own fund | $6K | 0.1% |
| American Century Investments VP Capital AppreciationPooled Separate Accounts American Century · Separate account | $4K | <0.1% |
| Mutual of America Vanguard VIF International Vanguard · Separate account | $4K | <0.1% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.