Plan Ledger DOL Form 5500 · updated monthly

Mutual of Americarecordkeeper

Plans recordkept · plan year 2025 · page 1

Plans naming Mutual of America · 2025
48

48 large plans named Mutual of America on their 2025 Schedule C: 44 itemized it for recordkeeping, and 4 more listed it as a provider paid through fund revenue-sharing. The itemized plans cover $424.8M in assets. The client list below shows the itemized plans, where the relationship is explicit.

Plans recordkept by Mutual of America44
LOWELL OBSERVATORY AZ$40.2M · 219 accts
FUND FOR PUBLIC HEALTH IN NEW NY$29.2M · 846 accts
OPTIONS FOR LEARNING CA$23.9M · 1,171 accts
CARE CENTRAL VNA AND HOSPICE, MA$19.0M · 306 accts
EMPOWERING ABILITIES IA$18.8M · 509 accts
NATIONAL CENTER FOR YOUTH LAW CA$14.5M · 169 accts
WAKE ROBIN CORPORATION VT$14.5M · 217 accts
NORTHWEST NEW JERSEY COMMUNITY NJ$13.5M · 344 accts
MIDPENN LEGAL SERVICES, INC. PA$11.8M · 122 accts
HEART OF FLORIDA UNITED WAY, INC. FL$10.1M · 183 accts
NASHOBA LEARNING GROUP, INC. MA$9.7M · 596 accts
ALLIANCE FOR AGING, INC. FL$9.4M · 130 accts
ASSOCIATES FOR HUMAN SERVICES, MA$8.3M · 171 accts
AGEOPTIONS, INC. IL$7.6M · 156 accts
SENIOR FRIENDSHIP CENTERS, INC FL$7.3M · 157 accts
FACTORY CONNECTION, LLC AL$7.0M · 261 accts
VALLEYLIFE AZ$6.8M · 640 accts
ECKER CENTER FOR BEHAVIORAL HE IL$6.7M · 219 accts
SARAH, INC. CT$6.7M · 163 accts
JEWISH COMMUNITY SERVICES FL$6.0M · 228 accts
LIFESTEPS, INC. PA$5.6M · 178 accts
CHUGACHMIUT AK$5.5M · 221 accts
KNO-HO-CO-ASHLAND COMMUNITY AC OH$5.1M · 261 accts
CROTCHED MOUNTAIN FOUNDATION NH$4.8M · 156 accts
UTAH LEGAL SERVICES, INC. UT$4.6M · 139 accts
CULTURAL VISTAS, INC. DC$4.4M · 127 accts
HUMAN DEVELOPMENT COMMISSION MI$3.5M · 104 accts
ATASCOSA HEALTH CENTER, INC. TX$3.3M · 108 accts
MENTAL HEALTH PROVIDERS OF NY$1.8M · 61 accts

Source: DOL Form 5500 Schedule C Part I, plan year 2025, service code 15. Related legal entities are grouped under the Mutual of America brand.