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6 funds of $250K or more; 28 lines in all, holding $5.7M of the plan's $5.9M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Fidelity Freedom Index, mutual fund, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintages | $4.9M | 86.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $338K | 6.0% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund | $69K | 1.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $38K | 0.7% |
| JH Discpl Value R6 Manager not matched · Mutual fund | $36K | 0.6% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $33K | 0.6% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund Index | $26K | 0.5% |
| International Eq R1 Manager not matched · Collective trust | $22K | 0.4% |
| American Funds American Mutual R6 Capital Group · Mutual fund | $22K | 0.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $22K | 0.4% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.