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15 funds hold $24.7M of the plan's $25.3M. From the 2024 filing. Recordkeeper: Sentinel Benefits Group.
Target-date series: American Funds Target Date, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 6 vintages | $8.2M | 33.2% |
| Blue Chip Cl R6 Manager not matched · Mutual fund | $7.1M | 28.7% |
| Enterprise Cl I Manager not matched · Mutual fund | $3.2M | 13.0% |
| Blackrock Equity Index Fund R BlackRock · Collective trust Index | $1.5M | 5.9% |
| Value Fund Cl R4 Manager not matched · Mutual fund | $1.3M | 5.3% |
| International Opportunities Cl R6 Manager not matched · Mutual fund | $781K | 3.2% |
| John Hancock Disciplined Value Mid Cap Fund Class I John Hancock (Manulife) · Mutual fund | $503K | 2.0% |
| Blackrock Mid Cap Equity Index Fund R BlackRock · Collective trust Index | $496K | 2.0% |
| Blackrock Russell 2000 Index Fund R BlackRock · Collective trust Index | $436K | 1.8% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market | $411K | 1.7% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.