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14 funds of $250K or more; 19 lines in all, holding $9.2M of the plan's $9.2M. From the 2024 filing. Recordkeeper: Anders Minkler Huber & Helm.
Target-date series: Vanguard Target Retirement, mutual fund, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $2.3M | 24.9% |
| FID 500 IND Fidelity (FMR) · Other | $1.7M | 18.3% |
| FID ADV Equity Growth - Z Fidelity (FMR) · Other | $935K | 10.1% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $620K | 6.7% |
| Invesco Stable Asset - Adpz Invesco · Stable value Stable value | $614K | 6.6% |
| Vanguard Target Retirement Vanguard · Other Target-date, 3 vintages | $604K | 6.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $577K | 6.2% |
| American Beacon Small Cap Value Fund R6 Class American Beacon (Resolute) · Mutual fund | $499K | 5.4% |
| EV Atlanta Capital Smid Cap R6 Manager not matched · Mutual fund | $372K | 4.0% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $313K | 3.4% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.