Filings through .
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6 funds of $250K or more; 33 lines in all, holding $4.5M of the plan's $4.6M. From the 2024 filing. Recordkeeper: ADP.
| Fund | Dollars | % of funds% |
|---|---|---|
| Pgim Jennison Mid-Cap Growth Fund Prudential (PGIM) · Mutual fund | $504K | 11.2% |
| American Century Investments One Choice 2030 American Century · Other | $432K | 9.6% |
| American Century Investments One Choice 2050 American Century · Other | $378K | 8.4% |
| American Century Investments One Choice Retirement American Century · Other | $351K | 7.8% |
| American Century Investments One Choice 2040 American Century · Other | $336K | 7.5% |
| American Century Investments One Choice 2055 American Century · Other | $311K | 6.9% |
| Invesco Gold & Special Minerals Fund Class A Invesco · Mutual fund Possible retail class A | $246K | 5.5% |
| American Century Investments One Choice 2060 American Century · Other | $242K | 5.4% |
| American Century Investments One Choice 2045 American Century · Other | $241K | 5.4% |
| Government Bond Fund A Class American Century · Mutual fund | $225K | 5.0% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.