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 |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $5,550 |
11 funds of $250K or more; 29 lines in all, holding $6.6M of the plan's $6.8M. From the 2025 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, other, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Separate account Target-date, 10 vintagesRecordkeeper's own fund | $4.0M | 60.6% |
| Mutual of America T Rowe Blue Chip T. Rowe Price · Separate account | $720K | 10.9% |
| Mutual of America American Century VP Capital Appreciation Fund American Century · Separate account | $444K | 6.7% |
| Mutual of America Calvert VP SRI Balanced Portfolio Morgan Stanley · Separate account | $393K | 6.0% |
| General Account Fund: Mutual of America Interest Accumulation Account Mutual of America · Insurance contract Recordkeeper's own fund | $248K | 3.8% |
| Dimensional Retirement Income Fund Institutional Class Dimensional · Separate account | $216K | 3.3% |
| Mutual of America Core Bond Fund Mutual of America · Separate account Recordkeeper's own fund | $148K | 2.2% |
| Mutual of America Equity Index Fund Mutual of America · Separate account IndexRecordkeeper's own fund | $111K | 1.7% |
| Mutual of America Fidelity VIP Contrafund Portfolio Fidelity (FMR) · Separate account | $55K | 0.8% |
| Mutual of America Money Market Fund Mutual of America · Money market Recordkeeper's own fund | $55K | 0.8% |
No lineup changes between the 2024 and 2025 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 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.