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 | $130K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER 2 MUTUAL OF AMERICA LIFE INSURANCE COMPANY · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $41.8M | 69.5% | |
| s * Mutual of America Equity Index Fund | Pooled Separate Accounts | — | — | $5.1M | 8.4% | |
| Money Market Fund * Mutual of America Vanguard Treasury Money Market Fund | Cash / Money Market | — | — | $5.0M | 8.3% | |
| . MUTUAL FUND Mutual of America MoA Equity Index Fund | Other securities | — | — | $4.6M | 7.6% | |
| Mutual of America Clear Passage 2030 Fund | Other securities | — | — | $4.0M | 6.6% | |
| . MUTUAL FUND Mutual of America MoA Clear Passage 2030 Fund | Other securities | — | — | $3.9M | 6.4% | |
| Calvert Bond Fund | Mutual Funds | — | — | $3.7M | 6.1% | |
| Mutual of America Clear Passage 2035 Fund | Other securities | — | — | $3.1M | 5.1% | |
| Guaranteed Interest Contracts * Mutual of America Interest Accumulation Account | Other securities | — | — | $3.1M | 5.1% | |
| Mutual of America Clear Passage 2025 Fund | Other securities | — | — | $3.0M | 5.0% | |
| . MUTUAL FUND Mutual of America MoA Clear Passage 2035 Fund | Other securities | — | — | $3.0M | 4.9% | |
| . MUTUAL FUND Mutual of America MoA Clear Passage 2025 Fund | Other securities | — | — | $2.9M | 4.8% | |
| Mutual of America Clear Passage 2040 Fund | Other securities | — | — | $2.6M | 4.4% | |
| Mutual of America DWS Capital Growth Fund | Other securities | — | — | $2.4M | 4.0% | |
| Mutual of America Clear Passage 2045 Fund | Other securities | — | — | $2.3M | 3.9% | |
| . MUTUAL FUND Mutual of America MoA Clear Passage 2040 Fund | Other securities | — | — | $2.2M | 3.7% | |
| . MUTUAL FUND Mutual of America MoA Clear Passage 2045 Fund | Other securities | — | — | $2.1M | 3.4% | |
| Mutual of America Clear Passage 2020 Fund | Other securities | — | — | $1.6M | 2.7% | |
| Empower Trust Company Guaranteed Interest Account | Other securities | — | — | $1.6M | 2.6% | |
| . MUTUAL FUND Mutual of America MoA Clear Passage 2020 Fund | Other securities | — | — | $1.6M | 2.6% | |
| Nationwide Fidelity VIP GR INITIAL | Other securities | — | — | $1.5M | 2.6% | |
| Mutual of America Mid-Cap Equity Index Fund | Other securities | — | — | $1.3M | 2.1% | |
| Fixed Accounts * Nationwide Fixed Account | Other securities | — | — | $1.2M | 2.0% | |
| . MUTUAL FUND Mutual of America MoA Mid Cap Equity Index Fund | Other securities | — | — | $1.2M | 2.0% | |
| Nationwide VIT BNYMN DYN CUS COR I | Other securities | — | — | $1.2M | 2.0% | |
| Mutual of America Fidelity VIP Contrafund - Portfolio | Other securities | — | — | $1.0M | 1.7% | |
| Mutual of America Clear Passage 2050 Fund | Other securities | — | — | $974K | 1.6% | |
| Dodge & Cox Stock Fund | Other securities | — | — | $881K | 1.5% | |
| Mutual of America Clear Passage 2055 Fund | Other securities | — | — | $760K | 1.3% | |
| Vanguard International Growth Fund | Other securities | — | — | $759K | 1.3% | |
| Nationwide Fidelity VIP ENRGY SVC 2 993 * Nationwide Fidelity VIP EQ INC INITIAL | Common Stock | — | — | $672K | 1.1% | |
| Mutual of America Small Cap Equity Index Fund | Other securities | — | — | $594K | 1.0% | |
| Delaware Small Cap Value Fund | Other securities | — | — | $590K | 1.0% | |
| BlackRock Mid-Cap Growth Equity Portfolio | Other securities | — | — | $589K | 1.0% | |
| Mutual of America Small Cap Growth Fund | Other securities | — | — | $524K | 0.9% | |
| Mutual of America Retirement Income Fund | Other securities | — | — | $498K | 0.8% | |
| . MUTUAL FUND Mutual of America MoA Retirement Income Fund | Other securities | — | — | $494K | 0.8% | |
| Nationwide Bank of New York Melon STK INDX INITIAL | Other securities | — | — | $479K | 0.8% | |
| Mutual of America Clear Passage 2015 Fund | Other securities | — | — | $478K | 0.8% | |
| Mutual of America International Fund | Other securities | — | — | $450K | 0.7% | |
| Nationwide VIT ALLSPR DISC I | Other securities | — | — | $425K | 0.7% | |
| Participant Loans Interest rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $420K | 0.7% | |
| Mutual of America DWS Capital Growth VIP | Other securities | — | — | $389K | 0.6% | |
| Mutual of America Aggressive Allocation Fund | Other securities | — | — | $384K | 0.6% | |
| . MUTUAL FUND Mutual of America MoA Small Cap Growth Fund | Other securities | — | — | $381K | 0.6% | |
| Mutual of America Calvert VP SRI Balanced Portfolio | Other securities | — | — | $380K | 0.6% | |
| Nationwide VIT JCBSLVY LG CAP COR I | Other securities | — | — | $314K | 0.5% | |
| Nationwide Fidelity VIP ASST MGR 50 INITIAL | Other securities | — | — | $312K | 0.5% | |
| MFS Mid Cap Value Fund | Other securities | — | — | $302K | 0.5% | |
| . MUTUAL FUND Mutual of America MoA International Fund | Other securities | — | — | $277K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
