Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA | 13-1614399 | — | NONE | $6K | — |
| MUTUAL OF AMERICA INVERSTMENT CORP | — | NEW YORK, NY | NONE | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Similar Party Maturity Value Insurance Company General Account Units * Mutual of America Interest Accumulation Account | Common Stocks | — | — | $4.6M | 27.5% | |
| Separate Accounts * Mutual of America 2045 Retirement Fund | Pooled Separate Accounts | — | $491K | $1.5M | 9.2% | |
| Mutual of America 2035 Retirement Fund | Other securities | — | $399K | $1.1M | 6.7% | |
| Mutual of America 2055 Retirement Fund | Other securities | — | $373K | $1.1M | 6.7% | |
| Mutual of America 2030 Retirement Fund | Other securities | — | $478K | $991K | 5.9% | |
| Mutual of America 2040 Retirement Fund | Other securities | — | $247K | $776K | 4.6% | |
| Mutual of America 2050 Retirement Fund | Other securities | — | $241K | $728K | 4.3% | |
| Mutual of America 2025 Retirement Fund | Other securities | — | $274K | $695K | 4.1% | |
| Mutual of America Equity Index Fund | Common Collective Trusts | — | $36K | $604K | 3.6% | |
| Calvert VP SRI Balanced Portfolio | Other securities | — | $55K | $594K | 3.5% | |
| Vanguard VIF Diversified Value Portfolio | Mutual Funds | — | $6K | $383K | 2.3% | |
| Mutual of America Aggressive Allocation Fund | Other securities | — | $71K | $366K | 2.2% | |
| Mutual of America 2060 Retirement Fund | Other securities | — | $19K | $318K | 1.9% | |
| Mutual of America Money Market Fund | Cash / Money Market | — | $88K | $245K | 1.5% | |
| Mutual of America Conservative Allocation Fund | Other securities | — | $88K | $236K | 1.4% | |
| Vanguard VIF International Portfolio | Mutual Funds | — | $4K | $206K | 1.2% | |
| Fidelity VIP Contrafund Portfolio 640 | Mutual Funds | — | — | $160K | 1.0% | |
| T. Rowe Price Blue Chip Growth Portfolio | Other securities | — | $2K | $159K | 0.9% | |
| Mutual of America 2015 Retirement Fund | Other securities | — | $63K | $134K | 0.8% | |
| Mutual of America 2020 Retirement Fund | Other securities | — | $57K | $128K | 0.8% | |
| Mutual of America Mid-Cap Equity Index Fund | Common Collective Trusts | — | $13K | $111K | 0.7% | |
| Mutual of America Moderate Allocation Fund | Other securities | — | $25K | $102K | 0.6% | |
| Mutual of America Mid Cap Value Fund | Other securities | — | $28K | $99K | 0.6% | |
| Mutual of America International Fund | Other securities | — | $60K | $93K | 0.6% | |
| Fidelity VIP Equity-Income Portfolio 607 | Mutual Funds | — | — | $91K | 0.5% | |
| Mutual of America Retirement Income Fund | Other securities | — | $39K | $78K | 0.5% | |
| DWS Capital Growth VIP 296 | Other securities | — | — | $73K | 0.4% | |
| Fidelity VIP Asset Manager Portfolio 951 | Mutual Funds | — | — | $72K | 0.4% | |
| Mutual of America Small Cap Growth Fund | Other securities | — | $18K | $70K | 0.4% | |
| Invesco V.I. Main Street Fund 655 | Mutual Funds | — | — | $68K | 0.4% | |
| Mutual of America All America Fund | Other securities | — | $2K | $67K | 0.4% | |
| American Century VP Capital Appreciation 567 | Other securities | — | — | $57K | 0.3% | |
| Mutual of America Core Bond Fund | Other securities | — | $8K | $53K | 0.3% | |
| Mutual of America 2065 Retirement Fund | Other securities | — | $3K | $52K | 0.3% | |
| Mutual of America Small Cap Value Fund | Other securities | — | $14K | $44K | 0.3% | |
| Mutual of America Small Cap Equity Index Fund | Common Collective Trusts | — | $3K | $34K | 0.2% | |
| Mutual of America Intermediate Bond Fund | Other securities | — | $12K | $32K | 0.2% | |
| Vanguard VIF Total Bond Market Index Portfolio | Mutual Funds | — | $3K | $31K | 0.2% | |
| Fidelity VIP Mid Cap Portfolio 193 | Mutual Funds | — | — | $30K | 0.2% | |
| Delaware VIP Small Cap Value Series | Other securities | — | $2K | $26K | 0.2% | |
| Mutual of America Balanced Fund | Other securities | — | $1K | $22K | 0.1% | |
| Neuberger Berman Advisers Management Trust 320 | Other securities | — | — | $6K | <0.1% | |
| Vanguard VIF Real Estate Index Portfolio 148 | Mutual Funds | — | — | $3K | <0.1% | |
| Goldman Sachs VIT US Equity Insights Fund 144 | 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.
