Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | — | NEW YORK, NY | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC. | — | SANTA MONICA, CA | FIDUCIARY ADVISOR | $280 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Mutual of America MoA Equity Index Fund | Other securities | — | — | $7.3M | 42.7% | |
| Mutual of America Calvert Balanced R6 | Other securities | — | — | $3.6M | 21.3% | |
| Mutual of America Dodge & Cox Stock | Other securities | — | — | $1.6M | 9.1% | |
| Mutual of America MoA Money Market Fund | Cash / Money Market | — | — | $1.3M | 7.6% | |
| Mutual of America Vanguard International Growth Adm | Other securities | — | — | $1.2M | 6.9% | |
| Mutual of America MoA Core Bond Fund | Other securities | — | — | $394K | 2.3% | |
| Mutual of America T. Rowe Price Blue Chip Growth I | Other securities | — | — | $300K | 1.8% | |
| Mutual of America Notes Receivable (Int. rates 4.0% - 8.5%) | Bonds / Notes | — | — | $206K | 1.2% | |
| Mutual of America MoA Small Cap Growth Fund | Other securities | — | — | $187K | 1.1% | |
| Mutual of America MoA Clear Passage 2050 Fund | Other securities | — | — | $137K | 0.8% | |
| Mutual of America Vanguard Strategic Equity Inv | Other securities | — | — | $124K | 0.7% | |
| Mutual of America MoA Clear Passage 2055 Fund | Other securities | — | — | $108K | 0.6% | |
| Mutual of America MoA Clear Passage 2035 Fund | Other securities | — | — | $108K | 0.6% | |
| Mutual of America MoA Mid Cap Equity Index Fund | Other securities | — | — | $77K | 0.5% | |
| Mutual of America MoA Clear Passage 2045 Fund | Other securities | — | — | $67K | 0.4% | |
| Mutual of America Calvert Bond R6 | U.S. Treasuries | — | — | $63K | 0.4% | |
| Mutual of America MoA Small Cap Equity Index Fund | Other securities | — | — | $58K | 0.3% | |
| Mutual of America MFS Mid Cap Value R6 | Other securities | — | — | $58K | 0.3% | |
| Mutual of America American Funds New World R6 | Other securities | — | — | $49K | 0.3% | |
| Mutual of America MoA Clear Passage 2040 Fund | Other securities | — | — | $26K | 0.2% | |
| Mutual of America Vanguard Total Bond Market Index Adm | Other securities | — | — | $26K | 0.2% | |
| Mutual of America Vanguard Windsor™ II Admiral™ | Other securities | — | — | $24K | 0.1% | |
| Mutual of America American Funds Washington Mutual R6 | Other securities | — | — | $14K | <0.1% | |
| Mutual of America Calvert International Responsible Idx R6 | Other securities | — | — | $14K | <0.1% | |
| Mutual of America Victory RS Small Cap Growth R6 | Other securities | — | — | $12K | <0.1% | |
| Mutual of America MoA Clear Passage 2060 Fund | Other securities | — | — | $12K | <0.1% | |
| Mutual of America Delaware Small Cap Value R6 | Other securities | — | — | $9K | <0.1% | |
| Mutual of America MoA Clear Passage 2065 Fund | Other securities | — | — | $9K | <0.1% | |
| Mutual of America MoA International Fund | Other securities | — | — | $6K | <0.1% | |
| Mutual of America Vanguard Real Estate Index Admiral | Other securities | — | — | $5K | <0.1% | |
| Mutual of America MoA Clear Passage 2025 Fund | Other securities | — | — | $3K | <0.1% | |
| Mutual of America PIMCO Real Return Instl | Other securities | — | — | $3K | <0.1% | |
| Mutual of America MoA Clear Passage 2030 Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
