# Mutual of America Life Insurance Company

> Mutual of America Life Insurance Company is an SEC-registered investment advisory firm in New York, NY, registered since 1984, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 15356
- Filed as: MUTUAL OF AMERICA LIFE INSURANCE COMPANY
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/15356
- AdvisorCensus page: https://advisorcensus.com/firm/mutual-of-america-life-insurance-company-new-york-ny-15356

## Quick answers

**How is Mutual of America Life Insurance Company compensated?**
On its Form ADV (Item 5.E, October 2026), Mutual of America Life Insurance Company reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Mutual of America Life Insurance Company located?**
Mutual of America Life Insurance Company's principal office is in New York, NY, according to its Form ADV.

**Is Mutual of America Life Insurance Company registered with the SEC or a state?**
Mutual of America Life Insurance Company is an SEC-registered investment advisory firm, registered since 1984. Status as filed: Approved. CRD 15356.

**How much does Mutual of America Life Insurance Company manage?**
Mutual of America Life Insurance Company reports $434,066,569 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Mutual of America Life Insurance Company's assets and staff changed since 2021?**
In the Form ADV data for Mutual of America Life Insurance Company: Regulatory assets under management: $947,556,125 in the October 2021 data and $434,066,569 in the October 2026 data, down 54%. Total employees: 980 in October 2021 and 734 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Mutual of America Life Insurance Company serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (21).

**Does Mutual of America Life Insurance Company report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/15356

**What changed in Mutual of America Life Insurance Company's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $335,621,798 to $434,066,569 (+29%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $434,066,569
- Discretionary: $434,066,569
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 21 | $434,066,569 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 1984 (42 years)
- Employees: 734 total, 2 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/15356

### Websites listed on Form ADV (Item 1.I)
- [m.mutualofamerica.com](https://m.mutualofamerica.com)
- [mutualofamerica.com](https://mutualofamerica.com)
- Facebook @MUTUALOFAMERICA
- LinkedIn @mutualofamerica
- X @MUTUALOFAMERICA
- YouTube @MutualofAmericaFinancialGroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $947,556,125 | 980 | March 31, 2021 |
| October 2022 | $1,041,394,887 | 915 | March 31, 2022 |
| October 2023 | $747,567,266 | 950 | April 5, 2023 |
| October 2024 | $818,691,134 | 900 | August 28, 2024 |
| October 2025 | $335,621,798 | 753 | May 13, 2025 |
| October 2026 | $434,066,569 | 734 | March 31, 2026 |

Regulatory assets under management: $947,556,125 in the October 2021 data and $434,066,569 in the October 2026 data, down 54%.
Total employees: 980 in October 2021 and 734 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $335,621,798 to $434,066,569 (+29%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mutual of America Life Insurance Company (CRD 15356): Form ADV filing data as of October 2026.