Original filing (PDF)20251013105948NAL0002568946001

Mutual of America Life Insurance Company Savings

Name: Mutual of America Life Insurance Company Savings — Form 5500 Plan 002 (2024)
Creator: Mutual of America Life Insurance Company Savings
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Mutual of America Life Insurance Company Savings Plan

Defined-contribution retirement plan · Mutual of America Life Insurance Company Savings' Mutual of America Life Insurance Company Savings Plan held $434.6M in plan assets for 901 participants in 2024, with Mutual of America as recordkeeper.

Active participants

901

Accounts w/ balance

1,793

Plan assets (EOY)

$434.6M

Net assets (EOY)

$434.6M

How this plan invests

This plan

1 pooled trust

Schedule D

66 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS.

Plan sponsor

Name

MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS

EIN

all filings

Address

320 PARK AVENUE · 2ND FLOOR · NEW YORK, NY · 10022

Phone

(800) 468-3785

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2F · ERISA section 404(c)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

KPMG

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA SEC. CORP LLC	—	NEW YORK, NY	RECORD KEEPER	$218K	—

Investments

66 direct securities · 1 pooled fund· $430.2M(99% of reported assets)

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.

Other securities

$171.2M

39 holdings

Mutual Funds

$156.6M

15 holdings

Pooled Separate Account

$53.0M

1 holding

Common Collective Trusts

$36.1M

8 holdings

Cash / Money Market

$10.7M

2 holdings

Bonds / Notes

$2.3M

1 holding

U.S. Treasuries

$277K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Invesco$56.4M Fidelity$40.3M Vanguard$38.8M T. Rowe Price$32.0M American Century$13.3M Dodge & Cox$3.8M American Funds (Capital Group)$3.8M Eaton Vance / Calvert$2.6M Goldman Sachs$2.2M

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Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.

					% of plan
s * Mutual of America Equity Index Fund	Mutual Funds	—	—	$68.8M	15.8%
INVESCO STABLE VALUE TRUST A1 MUTUAL OF AMERICA · EIN 84-1142974 / PN 001	Pooled Separate Account	—	—	$53.0M	12.2%
T. Rowe Price Blue Chip Growth Fund I Class	Other securities	—	—	$27.7M	6.4%
Fidelity Advisor New Insights Z	Mutual Funds	—	—	$27.1M	6.2%
Mutual of America Mid-Cap Equity Index Fund	Common Collective Trusts	—	—	$25.3M	5.8%
DWS Capital Growth Fund - Class R6	Other securities	—	—	$20.9M	4.8%
Mutual of America All America Fund	Other securities	—	—	$13.6M	3.1%
American Century Heritage Fund R6 Class	Other securities	—	—	$13.3M	3.1%
Vanguard Treasury Money Market Fund Investor	Mutual Funds	—	—	$12.9M	3.0%
Mutual of America Money Market Fund	Cash / Money Market	—	—	$10.7M	2.5%
Mutual of America Small Cap Value Fund	Other securities	—	—	$10.2M	2.3%
Vanguard International Growth Fund Admiral Shares	Mutual Funds	—	—	$10.1M	2.3%
Vanguard Windsor II Fund Admiral Shares	Mutual Funds	—	—	$9.1M	2.1%
Mutual of America Small Cap Growth Fund	Other securities	—	—	$8.9M	2.0%
Fidelity Advisor Mid Cap II Z	Mutual Funds	—	—	$7.5M	1.7%
Mutual of America 2040 Retirement Fund	Other securities	—	—	$7.1M	1.6%
Mutual of America 2045 Retirement Fund	Other securities	—	—	$6.6M	1.5%
Mutual of America 2050 Retirement Fund	Other securities	—	—	$6.3M	1.5%
Mutual of America Clear Passage 2025	Other securities	—	—	$6.0M	1.4%
Fidelity Advisor Equity Income Z	Mutual Funds	—	—	$5.6M	1.3%
Mutual of America 2035 Retirement Fund	Other securities	—	—	$5.1M	1.2%
Mutual of America Mid-Term Bond Fund	Other securities	—	—	$5.0M	1.1%
Mutual of America Bond Fund	Other securities	—	—	$4.7M	1.1%
Mutual of America Small Cap Equity Index Fund	Common Collective Trusts	—	—	$4.4M	1.0%
Dodge & Cox Stock Fund Class I	Mutual Funds	—	—	$3.8M	0.9%
Invesco Main Street Fund Class R6	Mutual Funds	—	—	$3.4M	0.8%
Vanguard Real Estate Index Fund Admiral Shares	Common Collective Trusts	—	—	$3.2M	0.7%
Mutual of America 2060 Retirement Fund	Other securities	—	—	$3.1M	0.7%
T. Rowe Price Spectrum Moderate Allocation Fund I Class	Other securities	—	—	$3.0M	0.7%
Mutual of America Conservative Allocation Fund	Other securities	—	—	$2.6M	0.6%
Mutual of America Mid Cap Value Fund	Other securities	—	—	$2.6M	0.6%
Vanguard Total Bond Market Index Fund Admiral	Common Collective Trusts	—	—	$2.5M	0.6%
Harbor Capital Appreciation Fund Retirement Class	Other securities	—	—	$2.4M	0.6%
Mutual of America Moderate Allocation Fund	Other securities	—	—	$2.3M	0.5%
Mutual of America Life Participant loans (381 contracts with interest rates ranging from Insurance Company 4.25% to 9.50% and maturities ranging from 2024 to 2034)	Bonds / Notes	—	—	$2.3M	0.5%
Mutual of America Aggressive Allocation Fund	Other securities	—	—	$2.2M	0.5%
PIMCO Real Return Fund Institutional Class	Mutual Funds	—	—	$2.1M	0.5%
American Funds Washington Mutual Investors Fund R6	Mutual Funds	—	—	$1.9M	0.4%
American Funds New World Fund Class R-6	Mutual Funds	—	—	$1.8M	0.4%
Mutual of America 2055 Retirement Fund	Other securities	—	—	$1.8M	0.4%
Delaware Small Cap Value Fund Class R6	Other securities	—	—	$1.7M	0.4%
Mutual of America 2020 Retirement Fund	Other securities	—	—	$1.6M	0.4%
Goldman Sachs Small Cap Equity Insights Fund Class R6	Other securities	—	—	$1.5M	0.3%
Calvert Balanced Fund Class R6	Other securities	—	—	$1.5M	0.3%
MFS Mid Cap Value Fund Class R6	Mutual Funds	—	—	$1.4M	0.3%
Mutual of America Composite Fund	Other securities	—	—	$1.3M	0.3%
Mutual of America Retirement Income Fund	Other securities	—	—	$1.3M	0.3%
BlackRock Mid-Cap Growth Equity Portfolio Class K	Other securities	—	—	$1.2M	0.3%
Mutual of America International Fund	Other securities	—	—	$1.2M	0.3%
T. Rowe Price Spectrum Conservative Allocation Fund I Class	Other securities	—	—	$1.1M	0.3%

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