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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,604 |
10 funds of $250K or more; 30 lines in all, holding $8.8M of the plan's $8.8M. From the 2025 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, other, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Insurance contract Target-date, 10 vintagesRecordkeeper's own fund | $6.6M | 74.8% |
| Fully Benefit-Responsive Investment Contracts: Mutual of America Life Insurance Company Mutual of America · Insurance contract Recordkeeper's own fund | $580K | 6.6% |
| Mutual of America US Government Money Market Fund Mutual of America · Insurance contract Recordkeeper's own fund | $432K | 4.9% |
| Fidelity VIP Contrafund Portfolio Employee Fidelity (FMR) · Insurance contract | $402K | 4.6% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Insurance contract | $128K | 1.4% |
| Mutual of America Equity Index Fund Mutual of America · Insurance contract IndexRecordkeeper's own fund | $98K | 1.1% |
| Vanguard VIF International Portfolio Vanguard · Insurance contract | $91K | 1.0% |
| Calvert VP SRI Balanced Portfolio Morgan Stanley · Insurance contract | $83K | 0.9% |
| Vanguard VIF Total Bond Market Index Portfolio Vanguard · Insurance contract Index | $83K | 0.9% |
| DWS Capital Growth VIP DWS · Insurance contract | $79K | 0.9% |
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.
The auditor signed off without reservation. This is the cleanest opinion.