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 | $4K | — |
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $250 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Mutual of America Interest Accumulation General Account Not applicable | Other securities | — | — | $1.8M | 59.5% | |
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $937K | 31.0% | |
| Mutual of America Small Cap Growth Fund RIC Not applicable | Other securities | — | — | $219K | 7.2% | |
| Lincoln Financial Group Fixed Acct FAN Not applicable | Common Stock | — | — | $213K | 7.0% | |
| Goldman Sachs VIT US Equity Insights RIC Not applicable 89 * Mutual of America Equity Index Fund RIC Not applicable | Other securities | — | — | $120K | 4.0% | |
| American Century Investments VP Capital Appreciation RIC Not applicable 43 Fidelity VIP Mid Cap RIC Not applicable | Other securities | — | — | $93K | 3.1% | |
| Mutual of America Clear Passage 2030 Fund RIC Not applicable | Other securities | — | — | $66K | 2.2% | |
| Mutual of America Clear Passage 2045 Fund RIC Not applicable | Other securities | — | — | $65K | 2.1% | |
| Fidelity Investments VIP Equity-Income RIC Not applicable | Other securities | — | — | $57K | 1.9% | |
| Mutual of America Small Cap Value Fund RIC Not applicable | Other securities | — | — | $42K | 1.4% | |
| Lincoln AB VPS SUST GL Thematic Port RIC Not applicable 4 * Lincoln American Funds Global Growth RIC Not applicable 936 * Lincoln Fidelity Asset Manager RIC Not applicable 145 * Lincoln Fidelity Growth Portfolio RIC Not applicable | Other securities | — | — | $41K | 1.4% | |
| Vanguard VIF International Portfolio RIC Not applicable | Other securities | — | — | $38K | 1.2% | |
| Mutual of America Clear Passage 2060 Fund RIC Not applicable | Other securities | — | — | $33K | 1.1% | |
| Neuberger Berman AMT Sustainable Equity Portfolio RIC Not applicable 45 T. Rowe Price Blue Chip Growth Portfolio RIC Not applicable | Other securities | — | — | $27K | 0.9% | |
| Mutual of America Clear Passage 2035 Fund RIC Not applicable | Other securities | — | — | $24K | 0.8% | |
| Mutual of America Clear Passage 2025 Fund RIC Not applicable | Other securities | — | — | $22K | 0.7% | |
| Mutual of America Clear Passage 2040 Fund RIC Not applicable | Other securities | — | — | $22K | 0.7% | |
| Lincoln LVIP SSGA S&P 500 Index RIC Not applicable | Other securities | — | — | $20K | 0.7% | |
| Mutual of America Clear Passage 2065 Fund RIC Not applicable | Other securities | — | — | $16K | 0.5% | |
| DWS Capital Growth VIP RIC Not applicable | Other securities | — | — | $16K | 0.5% | |
| Fidelity VIP Contrafund RIC Not applicable | Other securities | — | — | $15K | 0.5% | |
| Mutual of America Retirement Income Fund RIC Not applicable | Other securities | — | — | $13K | 0.4% | |
| Mutual of America Clear Passage 2055 Fund RIC Not applicable | Other securities | — | — | $12K | 0.4% | |
| Vanguard VIF Diversified Value RIC Not applicable | Other securities | — | — | $12K | 0.4% | |
| Mutual of America Clear Passage 2050 Fund RIC Not applicable | Other securities | — | — | $10K | 0.3% | |
| Lincoln LVIP SSGA Small-Cap Index RIC Not applicable | Other securities | — | — | $9K | 0.3% | |
| Mutual of America Clear Passage 2015 Fund RIC Not applicable 248 * Mutual of America Clear Passage 2020 Fund RIC Not applicable | Other securities | — | — | $9K | 0.3% | |
| Mutual of America Aggressive Allocation RIC Not applicable 18 * Mutual of America Moderate Allocation RIC Not applicable | Other securities | — | — | $4K | 0.1% | |
| Goldman Sachs VIT Small Cap Equity Insights RIC Not applicable | Other securities | — | — | $2K | <0.1% | |
| Lincoln LVIP Am Century Bal Fd RIC Not applicable 710 * Lincoln LVIP Macquarie Us Reit Fund RIC Not applicable | Common Stock | — | — | $2K | <0.1% | |
| Lincoln LVIP T. Rowe Price Structured RIC Not applicable 613 * Lincoln T. Rowe Price Int'l Stock RIC Not applicable | 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.
