About Mutual of America

Mutual of America is a leading provider of retirement services and investments to employers, employees and individuals. We provide high-quality, innovative products and services at a competitive price, along with outstanding personalized service, to help our customers build and preserve assets for a financially secure future. Our mission is built upon our values—integrity, prudence, reliability, excellence and social responsibility—which have guided us since 1945 and continue to serve us and our customers well. For more information, visit mutualofamerica.com, and connect with us via Facebook, Twitter and LinkedIn.

At Mutual of America, we measure our success on how well we serve our customers—no matter what—as they plan and save for their future. In this regard, 2021 was an extraordinary and unique year for Mutual of America Financial Group.”

John Greed Chairman, President and Chief Executive Officer
Mutual of America Financial Group

Mutual of America

77

Years (since 1945) that Mutual of America has been providing retirement and investment services.

$29.3 Billion

Mutual of America total assets under administration, as of December 31, 2021.

4,600

Number of 401(k) and 403(b) plans under administration.

475,000

Number of 401(k) and 403(b) plan participants under administration.

Staying Connected— National Expansion Continues

The Company’s ongoing expansion throughout the U.S. allows us to stay more connected to our clients and make an even more meaningful impact in the communities where we live and work.

Total Offices 55

OFFICE EXPANSION 2020-2022

2020

Austin, TX Columbus, OH Northern Virginia Omaha, NE Salt Lake City, UT

2021

Albany, NY Charlotte, NC Fresno, CA Jacksonville, FL Kansas City, KS Miami, FL

2022

Birmingham, AL Columbia, SC Southern New Jersey

Serving Others from the beginning

Mutual of America was originally founded as the National Health & Welfare Retirement Association, on October 1, 1945, by a group of business leaders who were dedicated to supporting the nonprofit sector and believed every worker deserves a more financially secure and dignified retirement. The Company provided nonprofits and their employees access to retirement plans. This was one of the earliest examples in U.S. history in which employees of health and welfare agencies were able to accumulate funds toward retirement through such plans. This tradition and commitment to helping individuals as they plan and save for retirement continues to guide us today and into the future.

Mutual of America’s first home office in 1945 on Lexington Avenue in New York City Current Mutual of America Headquarters at 320 Park Avenue in New York City

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