Olivia Karcz signed MFA Financial, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MFA Financial, Inc.'s EIN is 13-3974868.
Download the official 2024 Form 5500 (PDF) for MFA Financial, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MFA Financial, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Funds | Common Collective Trusts | — | — | $3.7M | 10.3% | |
| Fidelity Freedom 2055 Fund Mutual Funds | Mutual Funds | — | — | $2.8M | 7.8% | |
| Tesla, Inc. Common Stock, 6,523 shares | Common Stocks | — | $7K | $2.6M | 7.3% | |
| Fidelity Freedom 2060 Fund Mutual Funds | Mutual Funds | — | — | $2.5M | 6.8% | |
| Fidelity Freedom 2040 Fund Mutual Funds | Mutual Funds | — | — | $2.4M | 6.7% | |
| Fidelity Freedom 2050 Fund Mutual Funds | Mutual Funds | — | — | $2.1M | 5.9% | |
| Fidelity Freedom 2045 Fund Mutual Funds | Mutual Funds | — | — | $1.5M | 4.3% | |
| Fidelity Blue Chip Growth Fund Mutual Funds | Mutual Funds | — | — | $1.5M | 4.2% | |
| Fidelity Freedom 2035 Fund Mutual Funds | Mutual Funds | — | — | $931K | 2.6% | |
| Fidelity Freedom 2030 Fund Mutual Funds | Mutual Funds | — | — | $864K | 2.4% | |
| Fidelity Cash Reserves Cash and cash equivalents | Mutual Funds | — | — | $705K | 2.0% | |
| Apple Inc. Common Stock, 2,659 shares | Common Stocks | — | $3K | $666K | 1.8% | |
| Fidelity Small Cap Growth Fund Mutual Funds | Mutual Funds | — | — | $595K | 1.7% | |
| Fidelity Emerging Markets Fund Mutual Funds | Mutual Funds | — | — | $408K | 1.1% | |
| Fidelity Government Money Market Fund Cash and cash equivalents | Mutual Funds | — | — | $404K | 1.1% | |
| Fidelity 500 Index Fund Premium Mutual Funds | Common Collective Trusts | — | — | $397K | 1.1% | |
| Fidelity Equity Income Fund Mutual Funds | Mutual Funds | — | — | $356K | 1.0% | |
| Meta Platforms, Inc. Common Stock, 580 shares | Common Stocks | — | — | $340K | 0.9% | |
| Fidelity Freedom 2065 Fund Mutual Funds | Mutual Funds | — | — | $330K | 0.9% | |
| JPMorgan US Value R6 Mutual Funds | Other securities | — | — | $324K | 0.9% | |
| American Growth Fund of America Class F Mutual Funds | Other securities | — | — | $318K | 0.9% | |
| Fidelity Total Bond Fund Mutual Funds | Mutual Funds | — | — | $317K | 0.9% | |
| Amazon.com, Inc. Common Stock, 1,389 shares | Common Stocks | — | $1K | $305K | 0.8% | |
| MFA Financial, Inc. Common Stock, 28,953 shares | Common Stocks | — | $29K | $296K | 0.8% | |
| Fidelity Global Ex U.S. Index Fund Mutual Funds | Common Collective Trusts | — | — | $296K | 0.8% | |
| Fidelity Value Fund Mutual Funds | Mutual Funds | — | — | $285K | 0.8% | |
| SPDR Portfolio Total Stock Market Other Investments | Other securities | — | — | $277K | 0.8% | |
| Fidelity U.S. Bond Index Fund Mutual Funds | Common Collective Trusts | — | — | $266K | 0.7% | |
| New Perspective Class A Mutual Funds | Other securities | — | — | $261K | 0.7% | |
| Fidelity Blue Chip Growth Fund Mutual Funds | Mutual Funds | — | — | $261K | 0.7% | |
| Fidelity Extended Market Index Fund Mutual Funds | Common Collective Trusts | — | — | $249K | 0.7% | |
| Virtus NFJ Mid Cap Value A Mutual Funds | Other securities | — | — | $247K | 0.7% | |
| American Europacific Growth Class F Mutual Funds | Other securities | — | — | $245K | 0.7% | |
| SPDR S&P 500 ETF Trust Other Investments | Common Collective Trusts | — | — | $237K | 0.7% | |
| Janus Henderson Enterprise Fund Class T Mutual Funds | Mutual Funds | — | — | $217K | 0.6% | |
| Fidelity Growth Discovery Fund Mutual Funds | Mutual Funds | — | — | $210K | 0.6% | |
| Fidelity New Millennium Fund Mutual Funds | Mutual Funds | — | — | $198K | 0.6% | |
| WisdomTree India Earnings Fund Other Investments | Other securities | — | — | $195K | 0.5% | |
| Vanguard S&P 500 ETF Other Investments | Common Collective Trusts | — | — | $188K | 0.5% | |
| Smead Value Fund Investor Cl Shares Mutual Funds | Other securities | — | — | $178K | 0.5% | |
| Fidelity Overseas Fund Mutual Funds | Mutual Funds | — | — | $161K | 0.4% | |
| Target Corporation Common Stock, 1,095 shares | Common Stocks | — | $1K | $148K | 0.4% | |
| Fidelity Real Estate Income Mutual Funds | Mutual Funds | — | — | $145K | 0.4% | |
| Netflix, Inc. Common Stock, 159 shares | Common Stocks | — | — | $142K | 0.4% | |
| Fidelity Freedom 2020 Mutual Funds | Mutual Funds | — | — | $141K | 0.4% | |
| Vanguard Extended Market ETF Other Investments | Mutual Funds | — | — | $135K | 0.4% | |
| Allspring Special Small Cap Value Fund - Class Admin Mutual Funds | Other securities | — | — | $128K | 0.4% | |
| Royal Bank of Canada Common Stock, 1,045 shares | Common Stocks | — | $1K | $126K | 0.3% | |
| Invesco QQQ Trust Series 1 Other Investments | Mutual Funds | — | — | $120K | 0.3% | |
| Fidelity Utilities fund Mutual Funds | Mutual Funds | — | — | $119K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
