Filings through .
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9 funds of $250K or more; 12 lines in all, holding $7.7M of the plan's $7.9M. From the 2025 filing. Recordkeeper: Charles Schwab.
Target-date series: T. Rowe Price Retirement, mutual fund, 6% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Large Cap Growth Fund Class A JPMorgan · Mutual fund Possible retail class A | $2.3M | 29.9% |
| American Balanced Fund Class A Capital Group · Mutual fund Possible retail class A | $1.5M | 19.1% |
| Stable Value Asset Fund 3 Manager not matched · Insurance contract | $1.4M | 18.6% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $527K | 6.8% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 4 vintages | $474K | 6.1% |
| Rowe Price Rtmt 2023 Fund T. Rowe Price · Mutual fund | $270K | 3.5% |
| Invesco Small CAP Value Fund Class A Invesco · Mutual fund Possible retail class A | $266K | 3.4% |
| Eupac Fund Class A Capital Group · Mutual fund Possible retail class A | $257K | 3.3% |
| Pioneer Equity Income Fund Victory Capital · Mutual fund | $256K | 3.3% |
| Nationwide Nation wide Geneva Mid Cap GR A Nationwide · Other | $214K | 2.8% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
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.