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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $1,247 |
7 funds of $250K or more; 32 lines in all, holding $6.4M of the plan's $6.4M. From the 2025 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, other, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Insurance contract Target-date, 6 vintagesRecordkeeper's own fund | $1.6M | 25.3% |
| MoA Core Bond Fund Mutual of America · Insurance contract Recordkeeper's own fund | $858K | 13.5% |
| Fidelity VIP Equity-Income Portfolio Mutual of America Fidelity (FMR) · Insurance contract | $605K | 9.5% |
| MoA Small Cap Value Fund Mutual of America · Insurance contract Recordkeeper's own fund | $538K | 8.4% |
| Fidelity VIP Asset Manager 50% Portfolio Mutual of America Fidelity (FMR) · Insurance contract | $505K | 7.9% |
| MoA All America Fund Mutual of America Mutual of America · Insurance contract Recordkeeper's own fund | $342K | 5.4% |
| Vanguard VIF Real Estate Index Portfolio Mutual of America Vanguard · Insurance contract Index | $226K | 3.5% |
| MoA International Fund Mutual of America · Insurance contract Recordkeeper's own fund | $225K | 3.5% |
| PIMCO VIT Real Return Portfolio Mutual of America PIMCO (Allianz) · Insurance contract | $196K | 3.1% |
| Vanguard VIF Diversified Value Portfolio Mutual of America Vanguard · Insurance contract | $188K | 3.0% |
Added 3 funds.
| Fund | Year-end value |
|---|---|
| AddedMoA Clear Passage 2035 Fund | $626K |
| AddedMoA Small Cap Value Fund | $538K |
| AddedMoA Clear Passage 2045 Fund | $483K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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 61,314 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.