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23 funds of $250K or more; 19 lines in all, holding $19.7M of the plan's $19.9M. From the 2024 filing. Recordkeeper: Morgan Stanley.
Target-date series: T. Rowe Price Retirement, mutual fund, 19% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price T. Rowe Price · Mutual fund | $5.0M | 25.3% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $3.7M | 19.1% |
| Equity Index 500 Fund T. Rowe Price · Mutual fund Index | $1.7M | 8.9% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $1.6M | 8.1% |
| T. Rowe Price International Stock Fund T. Rowe Price · Mutual fund | $879K | 4.5% |
| T. Rowe Price Spectrum Income Fund T. Rowe Price · Mutual fund | $781K | 4.0% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price · Mutual fund | $658K | 3.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $641K | 3.3% |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. Rowe Price · Mutual fund | $570K | 2.9% |
| T. Rowe Price Government Money Fund, Inc. T. Rowe Price · Mutual fund | $560K | 2.8% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.