This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT | 33-0905143 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ASSOCIATES INCORPORATED | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $18K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MUTUAL OF AMERICA CLEAR PASS 2045 F MUTUAL OF AMERICA · EIN 23-1728027 / PN 000 | Pooled Separate Account | $17K | 0.4% |
| MUTUAL OF AMERICA EQUITY INDEX FUND MUTUAL OF AMERICA · EIN 23-1728027 / PN 000 | Pooled Separate Account | $14K | 0.3% |
| MUTUAL OF AMERICA INTEREST ACCUMULA MUTUAL OF AMERICA · EIN 23-1728027 / PN 000 | Pooled Separate Account | $10K | 0.2% |
| MUTUAL OF AMERICA SMALL CAP GROWTH MUTUAL OF AMERICA · EIN 23-1728027 / PN 000 | Pooled Separate Account | $9K | 0.2% |
| AMERICAN CENTURY VP CAPITAL APPRECI MUTUAL OF AMERICA · EIN 23-1728027 / PN 000 | Pooled Separate Account | $8K | 0.2% |
| CALVERT VP SRI BALANCED PORTFOLIO MUTUAL OF AMERICA · EIN 23-1728027 / PN 000 | Pooled Separate Account | $8K | 0.2% |
| MUTUAL OF AMERICA SMALL CAP VALUE F MUTUAL OF AMERICA · EIN 23-1728027 / PN 000 | Pooled Separate Account | $7K | 0.2% |
| VANGUARD VIF INTERNATIONAL PORTFOLI MUTUAL OF AMERICA · EIN 23-1728027 / PN 000 | Pooled Separate Account | $6K | 0.1% |
| MUTUAL OF AMERICA CORE BOND FUND MUTUAL OF AMERICA · EIN 23-1728027 / PN 000 | Pooled Separate Account | $3K | <0.1% |
| FIDELITY INVESTMENTS VIP CONTRAFUND MUTUAL OF AMERICA · EIN 23-1728027 / PN 000 | Pooled Separate Account | $3K | <0.1% |
| FIDELITY INVESTMENTS VIP EQUITY INC MUTUAL OF AMERICA · EIN 23-1728027 / PN 000 | Pooled Separate Account | $3K | <0.1% |
| FIDELITY INVESTMENTS VIP MID CAP MUTUAL OF AMERICA · EIN 23-1728027 / PN 000 | Pooled Separate Account | $1K | <0.1% |
| VANGUARD VIF DIVERSIFIED VALUE PORT MUTUAL OF AMERICA · EIN 23-1728027 / PN 000 | Pooled Separate Account | $919 | <0.1% |
| MUTUAL OF AMERICA MID CAP VALUE FUN MUTUAL OF AMERICA · EIN 23-1728027 / PN 000 | Pooled Separate Account | $729 | <0.1% |
| MUTUAL OF AMERICA ALL AMERICA FUND MUTUAL OF AMERICA · EIN 23-1728027 / PN 000 | Pooled Separate Account | $524 | <0.1% |
| DWS VSI CAPITAL GROWTH VIP MUTUAL OF AMERICA · EIN 23-1728027 / PN 000 | Pooled Separate Account | $344 | <0.1% |
| MUTUAL OF AMERICA MID-CAP EQUITY IN MUTUAL OF AMERICA · EIN 23-1728027 / PN 000 | Pooled Separate Account | $342 | <0.1% |
