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 | $2K | — |
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $200 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002 | Pooled Separate Account | — | — | $2.3M | 75.2% | |
| similar party collateral, par or maturity value Cost ** Value * Mutual of America Life Insurance Company Interest Accumulation Account - 2.85% | Bonds / Notes | — | — | $699K | 22.5% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2035 Fund | Common Stock | — | — | $498K | 16.0% | |
| Mutual of America Life Insurance Company Separate Account - 2025 Retirement Fund | Common Stock | — | — | $346K | 11.2% | |
| Mutual of America Life Insurance Company Separate Account - Equity Index Fund | Other securities | — | — | $338K | 10.9% | |
| Mutual of America Life Insurance Company Separate Account - 2050 Retirement Fund | Common Stock | — | — | $129K | 4.2% | |
| Mutual of America Life Insurance Company Separate Account - Fidelity Investments VIP Equity-Income Portfolio Fund | Other securities | — | — | $129K | 4.2% | |
| Mutual of America Life Insurance Company Separate Account - 2045 Retirement Fund | Common Stock | — | — | $129K | 4.2% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2030 Fund | Common Stock | — | — | $110K | 3.5% | |
| Mutual of America Life Insurance Company Separate Account - All America Fund 481 * Mutual of America Life Insurance Company Separate Account - DWS Capital Growth Fund | Other securities | — | — | $93K | 3.0% | |
| Mutual of America Life Insurance Company Separate Account - American Century VP Capital Appreciation Fund | Other securities | — | — | $70K | 2.2% | |
| Mutual of America Life Insurance Company Separate Account - Retirement Income Fund | Other securities | — | — | $58K | 1.9% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2055 Fund | Common Stock | — | — | $57K | 1.8% | |
| Mutual of America Life Insurance Company Separate Account - 2060 Retirement Fund | Common Stock | — | — | $57K | 1.8% | |
| Mutual of America Life Insurance Company Separate Account - Mid-Cap Equity Index Fund | Other securities | — | — | $53K | 1.7% | |
| Mutual of America Life Insurance Company Separate Account - Small Cap Equity Index Fund 16 * Lincoln National Life Insurance Company Mutual Fund - American Funds Growth Fund | Other securities | — | — | $31K | 1.0% | |
| Mutual of America Life Insurance Company Separate Account - Vanguard VIF International Portfolio Fund | Other securities | — | — | $27K | 0.9% | |
| Mutual of America Life Insurance Company Separate Account - Vanguard VIF Diversified Value Portfolio Fund | Other securities | — | — | $26K | 0.8% | |
| Mutual of America Life Insurance Company Separate Account - 2020 Retirement Fund | Common Stock | — | — | $24K | 0.8% | |
| Mutual of America Life Insurance Company Separate Account - Bond Fund | Common Stock | — | — | $24K | 0.8% | |
| Mutual of America Life Insurance Company Separate Account - 2065 Retirement Fund | Common Stock | — | — | $22K | 0.7% | |
| Mutual of America Life Insurance Company Separate Account - T. Rowe Price Blue Chip Growth Portfolio Fund | Other securities | — | — | $20K | 0.7% | |
| Mutual of America Life Insurance Company Separate Account - 2040 Retirement Fund | Common Stock | — | — | $20K | 0.6% | |
| Lincoln National Life Insurance Company Mutual Fund - LVIP SSGA S&P 500 Index Fund | Other securities | — | — | $16K | 0.5% | |
| Mutual of America Life Insurance Company Separate Account - Fidelity Investments VIP Contrafund Portfolio Fund | Other securities | — | — | $15K | 0.5% | |
| Mutual of America Life Insurance Company Separate Account - Mid Cap Value Fund | Other securities | — | — | $14K | 0.4% | |
| Lincoln National Life Insurance Company Interest Accumulation Account 428 * Mutual of America Life Insurance Company Separate Account - Aggressive Allocation Fund | Other securities | — | — | $10K | 0.3% | |
| Mutual of America Life Insurance Company Separate Account - Moderate Allocation Fund | Other securities | — | — | $8K | 0.3% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Intermediate Bond Fund | Common Stock | — | — | $8K | 0.2% | |
| Lincoln National Life Insurance Company Mutual Fund - LVIP T. Rowe Price Structured Mid-Cap Growth Fund | Other securities | — | — | $7K | 0.2% | |
| Mutual of America Life Insurance Company Separate Account - Fidelity Investments VIP Mid Cap Portfolio Fund | Other securities | — | — | $7K | 0.2% | |
| Lincoln National Life Insurance Company Mutual Fund - LVIP Dimensional U.S. Core Equity Fund | Other securities | — | — | $6K | 0.2% | |
| Mutual of America Life Insurance Company Separate Account - 2015 Retirement Fund | Common Stock | — | — | $6K | 0.2% | |
| Mutual of America Life Insurance Company Separate Account - Small Cap Value Fund | Other securities | — | — | $6K | 0.2% | |
| Mutual of America Life Insurance Company Separate Account - Small Cap Growth Fund | Common Stock | — | — | $5K | 0.2% | |
| Mutual of America Life Insurance Company Separate Account - American Funds IS New World Fund | Other securities | — | — | $5K | 0.1% | |
| Mutual of America Life Insurance Company Separate Account - International Fund | Other securities | — | — | $4K | 0.1% | |
| Mutual of America Life Insurance Company Separate Account - Conservative Allocation Fund | Other securities | — | — | $4K | 0.1% | |
| Lincoln National Life Insurance Company Mutual Fund - LVIP Mondrian International Value Fund | Other securities | — | — | $4K | 0.1% | |
| Mutual of America Life Insurance Company Separate Account - Oppenheimer V.I. Main Street Fund | Cash / Money Market | — | — | $3K | 0.1% | |
| Mutual of America Life Insurance Company Separate Account - Composite Fund 211 * Mutual of America Life Insurance Company Separate Account - Calvert VP SRI Balanced Portfolio Fund | Other securities | — | — | $3K | 0.1% | |
| Lincoln National Life Insurance Company Mutual Fund - LVIP Delaware Wealth Builder Fund | Other securities | — | — | $3K | 0.1% | |
| Lincoln National Life Insurance Company Mutual Fund - LVIP JPMorgan Retirement Income Fund | Other securities | — | — | $3K | <0.1% | |
| similar party collateral, par or maturity value Cost ** Value * Lincoln National Life Insurance Company Mutual Fund - LVIP Blended Large Cap Growth Fund 350 * Lincoln National Life Insurance Company Mutual Fund - LVIP Delaware Social Awareness 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.
