Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | RECORD KEEPER | $27K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $57.5M | 85.1% | |
| Mutual of America 2030 Retirement Fund Pooled Separate Account N/A | Common Stock | — | — | $6.0M | 8.8% | |
| Mutual of America 2025 Retirement Fund Pooled Separate Account N/A | Common Stock | — | — | $5.6M | 8.3% | |
| MoA Clear Passage 2045 Fund . Mutual of America GROUP ANNUITY CONTRACT | Common Stock | — | — | $5.6M | 8.3% | |
| MoA Clear Passage 2030 Fund . Mutual of America GROUP ANNUITY CONTRACT | Common Stock | — | — | $5.4M | 8.0% | |
| MoA Clear Passage 2035 Fund . Mutual of America GROUP ANNUITY CONTRACT | Common Stock | — | — | $4.7M | 7.0% | |
| MoA Core Bond Fund . Mutual of America GROUP ANNUITY CONTRACT | Common Stock | — | — | $4.2M | 6.2% | |
| Mutual of America Interest Accumulation Account Insurance Investment Contract N/A | Other securities | — | — | $4.1M | 6.0% | |
| Mutual of America 2045 Retirement Fund Pooled Separate Account N/A | Common Stock | — | — | $3.9M | 5.8% | |
| T. Rowe Price Blue Chip Growth Portfolio Pooled Separate Account N/A | Other securities | — | — | $3.9M | 5.7% | |
| Invesco V.I. Main Street Fund . Mutual of America GROUP ANNUITY CONTRACT | Common Stock | — | — | $2.8M | 4.2% | |
| Participant loans to participants Through 2034 4.25% to 9.50% Varies N/A | Bonds / Notes | — | — | $2.8M | 4.2% | |
| Fidelity VIP Asset Manager Portfolio . Mutual of America GROUP ANNUITY CONTRACT | Common Stock | — | — | $2.4M | 3.6% | |
| Plan Number: 001 . Mutual of America GROUP ANNUITY CONTRACT | Common Stock | — | — | $2.0M | 3.0% | |
| DWS Capital Growth VIP Pooled Separate Account N/A | Other securities | — | — | $1.3M | 1.9% | |
| Calvert VP SRI Balanced Portfolio . Mutual of America GROUP ANNUITY CONTRACT | Common Stock | — | — | $1.3M | 1.9% | |
| MoA Clear Passage 2055 Fund . Mutual of America GROUP ANNUITY CONTRACT | Common Stock | — | — | $1.1M | 1.6% | |
| . Mutual of America GROUP ANNUITY CONTRACT | Common Stock | — | — | $1.1M | 1.6% | |
| American Century Investments® VP Capital Appreciation Fund Pooled Separate Account N/A | Other securities | — | — | $1.1M | 1.6% | |
| Mutual of America Mid Cap Equity Index Fund Pooled Separate Account N/A | Other securities | — | — | $836K | 1.2% | |
| MoA Clear Passage 2065 Fund . Mutual of America GROUP ANNUITY CONTRACT | Common Stock | — | — | $823K | 1.2% | |
| Mutual of America Small Cap Growth Fund Pooled Separate Account N/A | Other securities | — | — | $798K | 1.2% | |
| Vanguard VIF International Portfolio Pooled Separate Account N/A | Other securities | — | — | $790K | 1.2% | |
| Mutual of America Moderate Allocation Fund Pooled Separate Account N/A | Other securities | — | — | $702K | 1.0% | |
| Mutual of America Mid Cap Value Fund Pooled Separate Account N/A | Other securities | — | — | $649K | 1.0% | |
| Mutual of America 2020 Retirement Fund Pooled Separate Account N/A | Common Stock | — | — | $633K | 0.9% | |
| Mutual of America Small Cap Value Fund Pooled Separate Account N/A | Other securities | — | — | $467K | 0.7% | |
| Vanguard VIF Diversified Value Portfolio Pooled Separate Account N/A | Other securities | — | — | $451K | 0.7% | |
| MFS VIT III Mid Cap Value Portfolio . Mutual of America GROUP ANNUITY CONTRACT | Common Stock | — | — | $403K | 0.6% | |
| Fidelity® VIP Mid Cap Portfolio Pooled Separate Account N/A | Common Stock | — | — | $325K | 0.5% | |
| Fidelity® VIP Equity-Income Portfolio Pooled Separate Account N/A | Common Stock | — | — | $300K | 0.4% | |
| Mutual of America 2065 Retirement Fund Pooled Separate Account N/A | Common Stock | — | — | $290K | 0.4% | |
| Vanguard VIF Real Estate Index Portfolio Pooled Separate Account N/A | Other securities | — | — | $275K | 0.4% | |
| MoA Conservative Allocation Fund . Mutual of America GROUP ANNUITY CONTRACT | Common Stock | — | — | $266K | 0.4% | |
| Mutual of America International Fund Pooled Separate Account N/A | Other securities | — | — | $254K | 0.4% | |
| PIMCO VIT Real Return Portfolio Pooled Separate Account N/A | Other securities | — | — | $252K | 0.4% | |
| Mutual of America Retirement Income Fund Pooled Separate Account N/A | Other securities | — | — | $249K | 0.4% | |
| Invesco Oppenheimer V.I. Main Street Fund® Pooled Separate Account N/A | Other securities | — | — | $206K | 0.3% | |
| Goldman Sachs VIT US Equity Insights Fund . Mutual of America GROUP ANNUITY CONTRACT | Common Stock | — | — | $206K | 0.3% | |
| Mutual of America Money Market Fund Pooled Separate Account N/A | Cash / Money Market | — | — | $194K | 0.3% | |
| American Century Investments VP Capital Appreciation Fund . Mutual of America GROUP ANNUITY CONTRACT | Common Stock | — | — | $155K | 0.2% | |
| American Funds Insurance Series® New World Fund® Pooled Separate Account N/A | Other securities | — | — | $155K | 0.2% | |
| Mutual of America 2015 Retirement Fund Pooled Separate Account N/A | Common Stock | — | — | $150K | 0.2% | |
| MoA Aggressive Allocation Fund . Mutual of America GROUP ANNUITY CONTRACT | Common Stock | — | — | $143K | 0.2% | |
| Calvert VP SRI Balanced Portfolio Pooled Separate Account N/A | Other securities | — | — | $122K | 0.2% | |
| American Funds Insurance Series New World Fund . Mutual of America GROUP ANNUITY CONTRACT | Common Stock | — | — | $122K | 0.2% | |
| Mutual of America Small Cap Equity Index Fund Pooled Separate Account N/A | Other securities | — | — | $95K | 0.1% | |
| Goldman Sachs VIT US Equity Insights Fund Pooled Separate Account N/A | Common Stock | — | — | $72K | 0.1% | |
| DWS Capital Growth VIP . Mutual of America GROUP ANNUITY CONTRACT | Common Stock | — | — | $69K | 0.1% | |
| Fidelity® VIP Asset Manager Portfolio Pooled Separate Account N/A | Other securities | — | — | $69K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
