Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
16 funds hold $466K of the plan's $558K. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray Trust American Funds 2065 I Capital Group · Collective trust | $78K | 16.7% |
| Great Gray Trust American Funds 2050 I Capital Group · Collective trust | $67K | 14.5% |
| Great Gray Trust American Funds 2030 I Capital Group · Collective trust | $67K | 14.4% |
| Great Gray Trust American Funds 2060 I Capital Group · Collective trust | $64K | 13.7% |
| Great Gray Trust American Funds 2055 I Capital Group · Collective trust | $45K | 9.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $37K | 8.0% |
| Great Gray Trust American Funds 2035 I Capital Group · Collective trust | $18K | 3.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $18K | 3.9% |
| Great Gray Trust American Funds 2040 I Capital Group · Collective trust | $16K | 3.4% |
| Empower Fixed Account - Series Class I Fixed Annuity Empower · Insurance contract | $12K | 2.5% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.