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14 funds of $250K or more; 23 lines in all, holding $10.2M of the plan's $10.6M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, mutual fund, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $4.2M | 41.2% |
| Lincoln Stable Value Account Lincoln Financial · Insurance contract | $1.4M | 13.2% |
| Guggenheim Total Return Bond Fund Guggenheim · Mutual fund | $633K | 6.2% |
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $555K | 5.4% |
| Baron Focused Growth R6 Manager not matched · Mutual fund | $498K | 4.9% |
| Baron Durable Advantage R6 Manager not matched · Mutual fund | $463K | 4.5% |
| American Balanced Fund R6 Capital Group · Mutual fund | $455K | 4.5% |
| Vanguard Extended Market Index Fund Vanguard · Mutual fund Index | $328K | 3.2% |
| Vanguard Developed Markets Index Fund Vanguard · Mutual fund Index | $316K | 3.1% |
| Columbia Dividend Income Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund | $273K | 2.7% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)