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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $1,504 |
11 funds of $250K or more; 35 lines in all, holding $10.2M of the plan's $10.2M. From the 2025 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, other, 14% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fully Benefit-Responsive Investment Contracts: Mutual of America Life Insurance Company Mutual of America · Insurance contract Recordkeeper's own fund | $1.5M | 15.0% |
| Mutual of America Equity Index Fund Mutual of America · Insurance contract IndexRecordkeeper's own fund | $1.5M | 14.6% |
| MoA Clear Passage Mutual of America · Insurance contract Target-date, 10 vintagesRecordkeeper's own fund | $1.4M | 14.2% |
| Fidelity VIP Equity-Income Portfolio Fidelity (FMR) · Insurance contract | $1.0M | 10.3% |
| American Century Investments VP C American Century · Insurance contract | $631K | 6.2% |
| Fidelity VIP Contrafund Portfolio Fidelity (FMR) · Insurance contract | $599K | 5.9% |
| DWS Capital Growth VIP DWS · Insurance contract | $557K | 5.5% |
| Mutual of America Conservative Allocation Fund Mutual of America · Insurance contract Recordkeeper's own fund | $405K | 4.0% |
| Mutual of America All America Fund Mutual of America · Insurance contract Recordkeeper's own fund | $268K | 2.6% |
| Vanguard VIF International Portfolio Vanguard · Insurance contract | $264K | 2.6% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.