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8 funds of $250K or more; 15 lines in all, holding $7.0M of the plan's $9.5M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: T. Rowe Price Retirement, mutual fund, 97% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $6.9M | 97.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $39K | 0.5% |
| AM G Timessquare M id Cap Growth Z Manager not matched · Mutual fund | $32K | 0.4% |
| Hartford Schroders International Stock Fund Hartford Funds · Mutual fund | $23K | 0.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $21K | 0.3% |
| BlackRock Technology Opportunities Fund Institutional BlackRock · Mutual fund | $20K | 0.3% |
| Blackrock Inflation Protected Bond Fund Class K M utual Funds BlackRock · Mutual fund | $11K | 0.2% |
| Fidelity M id Cap Index Fund Fidelity (FMR) · Mutual fund Index | $8K | 0.1% |
| JPM organ Small Cap Growth R6 JPMorgan · Mutual fund | $7K | <0.1% |
| Brown Advisory Sustainable Growth Fund Institutional Shares Brown Advisory · Mutual fund | $6K | <0.1% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.