Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | — | NEW YORK, NY | RECORD KEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC. | — | SANTA MONICA, CA | FIDUCIARY ADVISOR | $601 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| INVESTCO STABLE VALUE TRUST A1 MUTUAL OF AMERICA · EIN 84-1142974 / PN 002 | Pooled Separate Account | — | — | $3.3M | 98.1% | |
| Mutual of America MoA Clear Passage 2040 Fund | Other securities | — | — | $537K | 16.0% | |
| Mutual of America MoA Clear Passage 2045 Fund | Other securities | — | — | $469K | 14.0% | |
| Mutual of America MoA Clear Passage 2025 Fund | Other securities | — | — | $320K | 9.6% | |
| Mutual of America MoA Clear Passage 2025 Fund | Other securities | — | — | $319K | 9.5% | |
| Mutual of America MoA Clear Passage 2050 Fund | Other securities | — | — | $246K | 7.3% | |
| Mutual of America MoA Clear Passage 2055 Fund | Other securities | — | — | $239K | 7.1% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth I | Other securities | — | — | $235K | 7.0% | |
| Mutual of America MoA Clear Passage 2035 Fund | Other securities | — | — | $179K | 5.4% | |
| Mutual of America MoA Retirement Income Fund | Other securities | — | — | $139K | 4.1% | |
| Vanguard Treasury Money Market Investor | Cash / Money Market | — | — | $138K | 4.1% | |
| Mutual of America MoA Clear Passage 2030 Fund | Other securities | — | — | $112K | 3.3% | |
| Calvert US Large Cap Core Rspnb Idx R6 | Other securities | — | — | $94K | 2.8% | |
| Mutual of America MoA Equity Index Fund | Other securities | — | — | $87K | 2.6% | |
| Dodge & Cox Dodge & Cox Stock | Other securities | — | — | $78K | 2.3% | |
| Mutual of America MoA Clear Passage 2060 Fund | Other securities | — | — | $77K | 2.3% | |
| BlackRock Mid-Cap Growth Equity K | Other securities | — | — | $71K | 2.1% | |
| Vanguard Real Estate Index Admiral | Other securities | — | — | $45K | 1.3% | |
| Participant loans Interest rates from 8.75% to 9.50% - 0 - | Bonds / Notes | — | — | $41K | 1.2% | |
| Mutual of America Loan Fund | Other securities | — | — | $41K | 1.2% | |
| Calvert Bond R6 | U.S. Treasuries | — | — | $36K | 1.1% | |
| Vanguard Total Bond Market Index Adm | Other securities | — | — | $34K | 1.0% | |
| PIMCO Real Return Instl | Other securities | — | — | $31K | 0.9% | |
| Vanguard International Growth Adm | Other securities | — | — | $27K | 0.8% | |
| Mutual of America Invesco Stable Value Trust A1 | Other securities | — | — | $22K | 0.7% | |
| Stable Value Collective Trust Invesco Trust Company Invesco Stable Value Trust A1 | Common Collective Trusts | — | — | $22K | 0.7% | |
| Mutual of America MoA Mid Cap Equity Index Fund | Other securities | — | — | $19K | 0.6% | |
| Mutual of America MoA Small Cap Equity Index Fund | Other securities | — | — | $17K | 0.5% | |
| Mutual of America MoA International Fund | Other securities | — | — | $16K | 0.5% | |
| Victory RS Small Cap Growth R6 | Other securities | — | — | $15K | 0.4% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $10K | 0.3% | |
| MFS Mid Cap Value R6 | Other securities | — | — | $7K | 0.2% | |
| Mutual of America MoA Clear Passage 2065 Fund | Other securities | — | — | $5K | 0.2% | |
| Delaware Small Cap Value R6 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
