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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $1,505 |
16 funds hold $746K of the plan's $751K. From the 2025 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, other, 4% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Calvert International Responsible Index Fund Class R6 Morgan Stanley · Mutual fund Index | $218K | 29.2% |
| MoA Equity Index Fund Mutual of America · Insurance contract IndexRecordkeeper's own fund | $96K | 12.9% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $73K | 9.8% |
| MoA Mid Cap Equity Index Fund Mutual of America · Insurance contract IndexRecordkeeper's own fund | $66K | 8.9% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $52K | 7.0% |
| MoA Small Cap Growth Fund Mutual of America · Insurance contract Recordkeeper's own fund | $41K | 5.5% |
| MoA Retirement Income Fund Mutual of America · Insurance contract Recordkeeper's own fund | $32K | 4.3% |
| MoA Clear Passage Mutual of America · Insurance contract Target-date, 9 vintagesRecordkeeper's own fund | $32K | 4.2% |
| MoA Small Cap Equity Index Fund Mutual of America · Insurance contract IndexRecordkeeper's own fund | $30K | 4.1% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $26K | 3.5% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.