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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $4,281 |
8 funds of $250K or more; 17 lines in all, holding $4.7M of the plan's $4.7M. From the 2025 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, mutual fund, 90% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Mutual fund Target-date, 9 vintagesRecordkeeper's own fund | $4.2M | 89.6% |
| MoA Retirement Income Fund Mutual of America · Mutual fund Recordkeeper's own fund | $334K | 7.1% |
| Vanguard Treasury Money Market Mutual of America Vanguard · Money market | $81K | 1.7% |
| Loan Fund Mutual of America · Mutual fund Recordkeeper's own fund | $16K | 0.3% |
| MoA Aggressive Allocation Fund Mutual of America · Mutual fund Recordkeeper's own fund | $13K | 0.3% |
| DWS Capital Growth Fund Class R6 DWS · Mutual fund | $11K | 0.2% |
| Retirement Mutual of America · Other Recordkeeper's own fund | $10K | 0.2% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $10K | 0.2% |
| Attachment to Jul2024 Form Manager not matched · Other | $6K | 0.1% |
| Goldman Sachs US Equity Insights Mutual of America Goldman Sachs · Mutual fund | $2K | <0.1% |
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.