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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,985 |
9 funds of $250K or more; 34 lines in all, holding $7.6M of the plan's $9.1M. From the 2025 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, mutual fund, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $5.4M | 71.4% |
| Equity Index Fund Mutual of America · Mutual fund IndexRecordkeeper's own fund | $634K | 8.4% |
| Dimensional Retirement Income Fund Institutional Class Dimensional · Mutual fund | $445K | 5.9% |
| Moderate Allocation Fund Mutual of America · Mutual fund Recordkeeper's own fund | $231K | 3.0% |
| Aggressive Allocation Fund Institutional Mutual of America · Mutual fund Recordkeeper's own fund | $182K | 2.4% |
| Mutual of America T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $167K | 2.2% |
| Mutual of America US Government Money Market Fund Mutual of America · Money market Recordkeeper's own fund | $75K | 1.0% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $56K | 0.7% |
| Goldman Sachs VIT US Equity Insights Fund Goldman Sachs · Mutual fund | $37K | 0.5% |
| EQ/Mid Cap Index Portfolio Mutual of America · Mutual fund IndexRecordkeeper's own fund | $37K | 0.5% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedMutual of America Interest Accumulation Fund | $981K |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.