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9 funds of $250K or more; 15 lines in all, holding $6.1M of the plan's $7.9M. From the 2024 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $1.9M | 30.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.4M | 22.8% |
| American Funds Capital Group · Mutual fund Recordkeeper's own fund | $759K | 12.5% |
| Blackrock MID CAP Growth Equity Portfolio Institutional BlackRock · Mutual fund | $616K | 10.1% |
| American Funds Capital World G/I R6 Capital Group · Mutual fund Recordkeeper's own fund | $560K | 9.2% |
| American Funds American Balanced R6 Capital Group · Mutual fund Recordkeeper's own fund | $356K | 5.8% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $210K | 3.5% |
| Eupac Fund Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $187K | 3.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $60K | 1.0% |
| Vanguard Selected Value Fund Investor Shares Vanguard · Mutual fund | $40K | 0.7% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)