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 | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC. | — | SANTA MONICA, CA | FIDUCIARY ADVISOR | $814 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Mid Atlantic Trust Company Mutual of America 2035 Retirement Fund n/a | Other securities | — | — | $592K | 32.6% | |
| Mid Atlantic Trust Company Mutual of America 2030 Retirement Fund n/a | Other securities | — | — | $270K | 14.8% | |
| Mid Atlantic Trust Company Vanguard Treasury Money Market Investor Fund n/a | Cash / Money Market | — | — | $210K | 11.5% | |
| Mid Atlantic Trust Company Mutual of America 2060 Retirement Fund n/a | Other securities | — | — | $142K | 7.8% | |
| Mid Atlantic Trust Company Mutual of America 2055 Retirement Fund n/a | Other securities | — | — | $111K | 6.1% | |
| Mid Atlantic Trust Company Mutual of America 2040 Retirement Fund n/a | Other securities | — | — | $89K | 4.9% | |
| Mid Atlantic Trust Company Mutual of America 2050 Retirement Fund n/a | Other securities | — | — | $74K | 4.1% | |
| Mid Atlantic Trust Company Mutual of America 2045 Retirement Fund n/a | Other securities | — | — | $60K | 3.3% | |
| Mid Atlantic Trust Company T. Rowe Price Blue Chip Growth I Fund n/a | Other securities | — | — | $51K | 2.8% | |
| Mid Atlantic Trust Company Victory RS Small Cap Growth R6 Fund n/a | Other securities | — | — | $34K | 1.9% | |
| Mid Atlantic Trust Company Dodge & Cox Stock Fund n/a | Other securities | — | — | $31K | 1.7% | |
| Mid Atlantic Trust Company Mutual of America 2065 Retirement Fund n/a | Other securities | — | — | $30K | 1.6% | |
| Mid Atlantic Trust Company Mutual of America 2025 Retirement Fund n/a | Other securities | — | — | $22K | 1.2% | |
| Mid Atlantic Trust Company American Funds New World R6 Fund n/a | Other securities | — | — | $15K | 0.8% | |
| Participant Loans Interest rates of 9.50% with the loans maturing -0- | Bonds / Notes | — | — | $11K | 0.6% | |
| Mid Atlantic Trust Company Vanguard Real Estate Index Admiral n/a | Other securities | — | — | $10K | 0.5% | |
| Mid Atlantic Trust Company MFS Mid Cap Value R6 Fund n/a | Other securities | — | — | $9K | 0.5% | |
| Mid Atlantic Trust Company Mutual of America Equity Index Fund n/a | Other securities | — | — | $9K | 0.5% | |
| Mid Atlantic Trust Company Calvert Small Cap R6 Fund n/a | Other securities | — | — | $7K | 0.4% | |
| Mid Atlantic Trust Company Vanguard Total Bond Market Index Admin Fund n/a | Other securities | — | — | $6K | 0.4% | |
| Mid Atlantic Trust Company Mutual of America 2020 Retirement Fund n/a | Other securities | — | — | $6K | 0.4% | |
| Mid Atlantic Trust Company Vanguard International Growth Admin Fund n/a | Other securities | — | — | $6K | 0.3% | |
| Mid Atlantic Trust Company Calvert Bond R6 Fund n/a | U.S. Treasuries | — | — | $5K | 0.3% | |
| Mid Atlantic Trust Company Mutual of America Small Cap Equity Index Fund n/a | Other securities | — | — | $4K | 0.2% | |
| Mid Atlantic Trust Company Calvert International Responsible Index R6 Fund n/a | Other securities | — | — | $4K | 0.2% | |
| Mid Atlantic Trust Company BlackRock Mid-Cap Growth Equity K Fund n/a | Other securities | — | — | $3K | 0.2% | |
| Mid Atlantic Trust Company Mutual of America Retirement Income Fund n/a | Other securities | — | — | $2K | 0.1% | |
| Mid Atlantic Trust Company Mutual of America Mid Cap Equity Index Fund n/a | 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.
