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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $5,364 |
12 funds of $250K or more; 36 lines in all, holding $8.6M of the plan's $8.7M. From the 2025 filing. Recordkeeper: Mutual of America.
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage 2035 Fund Manager not matched · Separate account | $1.2M | 14.6% |
| MoA Clear Passage 2040 Fund Manager not matched · Separate account | $794K | 9.3% |
| MoA Clear Passage 2055 Fund Manager not matched · Separate account | $677K | 7.9% |
| MoA Clear Passage 2050 Fund Manager not matched · Separate account | $631K | 7.4% |
| Interest Accumulation Account of Mutual of America's General Account Manager not matched · Insurance contract | $617K | 7.2% |
| MoA Clear Passage 2065 Fund Manager not matched · Separate account | $579K | 6.8% |
| MoA Clear Passage 2045 Fund Manager not matched · Separate account | $576K | 6.7% |
| MoA Clear Passage 2025 Fund Manager not matched · Separate account | $564K | 6.6% |
| MoA Clear Passage 2060 Fund Manager not matched · Separate account | $546K | 6.4% |
| MoA Retirement Income Fund Manager not matched · Separate account | $409K | 4.8% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.