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 | INSURANCE CARRIER | $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 XS2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $1.2M | 85.2% | |
| Mutual of America Clear Passage 2020 Fund ** 827 * Mutual of America Clear Passage 2025 Fund | Common Stock | — | — | $372K | 26.2% | |
| Mutual of America Interest Accumulation Account | Common Stock | — | — | $210K | 14.8% | |
| Mutual of America Clear Passage 2030 Fund | Other securities | — | — | $199K | 14.0% | |
| Mutual of America Clear Passage 2035 Fund | Other securities | — | — | $150K | 10.5% | |
| Mutual of America Clear Passage 2040 Fund | Other securities | — | — | $121K | 8.5% | |
| Mutual of America Clear Passage 2045 Fund | Other securities | — | — | $116K | 8.1% | |
| Mutual of America Conservative Allocation Fund | Other securities | — | — | $57K | 4.0% | |
| Mutual of America Aggressive Allocation Fund | Other securities | — | — | $38K | 2.7% | |
| Mutual of America Clear Passage 2050 Fund | Other securities | — | — | $32K | 2.3% | |
| Mutual of America Clear Passage 2055 Fund | Other securities | — | — | $23K | 1.6% | |
| Mutual of America Moderate Allocation Fund | Other securities | — | — | $15K | 1.1% | |
| Mutual of America Equity Index Fund | Other securities | — | — | $15K | 1.0% | |
| Mutual of America Balanced Fund ** 438 * Mutual of America Core Bond Fund ** 250 * Mutual of America T. Rowe Price Blue Chip Growth Fund | Other securities | — | — | $14K | 1.0% | |
| Mutual of America Fidelity VIP Mid Cap Portfolio Fund ** 265 * Mutual of America Fidelity VIP Asset Manager Fund ** 365 * Mutual of America Fidelity VIP Equity-Income Portfolio Fund | Other securities | — | — | $12K | 0.9% | |
| . GROUP ANNUITY CONTRACT Mutual of America PIMCO VIT Real Return Portfolio 0 . GROUP ANNUITY CONTRACT Mutual of America T. Rowe Price Blue Chip Growth Portfolio | Common Stock | — | — | $11K | 0.8% | |
| Mutual of America Small Cap Growth Fund | Other securities | — | — | $7K | 0.5% | |
| Mutual of America Invesco V.I. Main Street Fund | Other securities | — | — | $6K | 0.4% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Growth Fund | Common Stock | — | — | $6K | 0.4% | |
| Mutual of America Money Market Fund | Cash / Money Market | — | — | $5K | 0.4% | |
| Mutual of America Goldman Sachs VIT US Equity Insights Fund | Other securities | — | — | $5K | 0.4% | |
| Mutual of America Vanguard VIF Diversified Value Fund | Other securities | — | — | $5K | 0.3% | |
| Mutual of America Vanguard VIF Real Estate Index Portfolio Fund ** 987 * Mutual of America All America Fund | Other securities | — | — | $5K | 0.3% | |
| Mutual of America DWS Capital Growth VIP Fund | Other securities | — | — | $5K | 0.3% | |
| Mutual of America Neuberger Berman AMT Sustainstable Equity Portfolio Fund | Other securities | — | — | $4K | 0.3% | |
| Mutual of America Fidelity VIP Contrafund Portfolio Funddd | Other securities | — | — | $3K | 0.2% | |
| Mutual of America Clear Passage 2060 Fund | Other securities | — | — | $3K | 0.2% | |
| Mutual of America Retirement Income Fund | Other securities | — | — | $3K | 0.2% | |
| Mutual of America Small Cap Value Fund ** 39 * Mutual of America American Century VP Capital Appreciation Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
