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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA SEC. CORP. LLC Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $61,854 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE, STE 700 · SANTA MONICA, CA 90401 | Named fiduciary | $10,309 |
11 funds of $250K or more; 10 lines in all, holding $26.0M of the plan's $27.6M. From the 2025 filing. Recordkeeper: Mutual OF America SEC.
Target-date series: MoA Clear Passage, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Mutual fund Target-date, 10 vintages | $6.5M | 25.0% |
| Vanguard Treasury Money Market Investor Investor Shares Vanguard · Money market | $6.3M | 24.3% |
| Equity Index Fund Mutual of America · Mutual fund Index | $5.5M | 21.2% |
| Fixed Account Plus Corebridge (AIG) · Insurance contract | $3.5M | 13.6% |
| EQ/Mid Cap Index Portfolio Mutual of America · Mutual fund Index | $1.4M | 5.2% |
| International Fund Mutual of America · Mutual fund | $1.1M | 4.2% |
| Small Cap Equity Index Fund Mutual of America · Mutual fund Index | $808K | 3.1% |
| Dimensional Retirement Income Fund Institutional Class Dimensional · Mutual fund | $440K | 1.7% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $342K | 1.3% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $87K | 0.3% |
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.