Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | RECORD KEEPER | $1K | — |
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 SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $17.4M | 94.7% | |
| Mutual of America 2045 Retirement Fund | Other securities | — | — | $2.3M | 12.7% | |
| Mutual of America 2040 Retirement Fund | Other securities | — | — | $1.7M | 9.2% | |
| Mutual of America 2035 Retirement Fund | Other securities | — | — | $1.5M | 8.0% | |
| Mutual of America 2020 Retirement Fund | Other securities | — | — | $1.3M | 6.9% | |
| Mutual of America 2050 Retirement Fund | Other securities | — | — | $1.1M | 5.9% | |
| Mutual of America Interest Accumulation Account | Other securities | — | — | $971K | 5.3% | |
| Mutual of America 2030 Retirement Fund | Other securities | — | — | $922K | 5.0% | |
| Mutual of America Equity Index Fund | Other securities | — | — | $915K | 5.0% | |
| Mutual of America Aggressive Allocation Fund | Other securities | — | — | $848K | 4.6% | |
| Mutual of America 2025 Retirement Fund | Other securities | — | — | $757K | 4.1% | |
| Mutual of America 2055 Retirement Fund | Other securities | — | — | $510K | 2.8% | |
| Mutual of America Vanguard VIF International Portfolio | Other securities | — | — | $503K | 2.7% | |
| Mutual of America T. Rowe Price Blue Chip Growth Fund | Other securities | — | — | $494K | 2.7% | |
| Mutual of America Deutsche VSI Capital Growth VIP | Other securities | — | — | $462K | 2.5% | |
| Mutual of America Mid-Cap Equity Index | Other securities | — | — | $451K | 2.5% | |
| Mutual of America Moderate Allocation Fund | Other securities | — | — | $451K | 2.5% | |
| Mutual of America All America Fund | Other securities | — | — | $424K | 2.3% | |
| Mutual of America 2015 Retirement Fund | Other securities | — | — | $399K | 2.2% | |
| Mutual of America Fidelity VIP Contrafund Portfolio | Other securities | — | — | $368K | 2.0% | |
| Mutual of America 2060 Retirement Fund | Other securities | — | — | $263K | 1.4% | |
| Mutual of America Small Cap Value Fund | Other securities | — | — | $218K | 1.2% | |
| Mutual of America Vanguard VIF Diversified Value Portfolio | Other securities | — | — | $183K | 1.0% | |
| Mutual of America Fidelity VIP Mid Cap Portfolio | Other securities | — | — | $183K | 1.0% | |
| Mutual of America Vanguard VIF REIT Index Portfolio | Common Stock | — | — | $130K | 0.7% | |
| Mutual of America Core Bond Fund | Other securities | — | — | $128K | 0.7% | |
| Mutual of America Intermediate Bond Fund | Other securities | — | — | $115K | 0.6% | |
| Mutual of America Fidelity VIP Equity-Income Portfolio | Other securities | — | — | $112K | 0.6% | |
| Mutual of America American Century VP Capital Appreciation | Other securities | — | — | $111K | 0.6% | |
| Mutual of America Small Cap Growth Fund | Other securities | — | — | $86K | 0.5% | |
| Mutual of America 2065 Retirement Fund | Other securities | — | — | $72K | 0.4% | |
| Mutual of America Money Market Fund | Cash / Money Market | — | — | $71K | 0.4% | |
| Mutual of America Mid Cap Value Fund | Other securities | — | — | $70K | 0.4% | |
| Mutual of America Balanced Fund | Other securities | — | — | $60K | 0.3% | |
| Mutual of America International Fund | Other securities | — | — | $50K | 0.3% | |
| Mutual of America American Funds IS New World Fund | Other securities | — | — | $33K | 0.2% | |
| Mutual of America Delaware VIP Small Cap Value Series | Other securities | — | — | $31K | 0.2% | |
| Mutual of America Goldman Sachs VIT US Equity Insights Fund | Other securities | — | — | $26K | 0.1% | |
| Mutual of America Fidelity VIP Asset Manager Portfolio | Other securities | — | — | $24K | 0.1% | |
| Mutual of America Small Cap Equity Index Fund | Other securities | — | — | $18K | <0.1% | |
| Mutual of America PIMCO VIT Real Return Portfolio | Other securities | — | — | $17K | <0.1% | |
| Mutual of America Retirement Income Fund | Other securities | — | — | $16K | <0.1% | |
| Mutual of America Goldman Sachs VIT Small Cap Equity Insights Fund | Other securities | — | — | $16K | <0.1% | |
| Mutual of America Conservative Allocation Fund | Other securities | — | — | $13K | <0.1% | |
| Mutual of America Vanguard VIF Total Bond Market Index Portfolio | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
