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1 fund of $250K or more; 19 lines in all, holding $5.2M of the plan's $5.2M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 11% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Conservative Growth And Inc Portfolio CL R-4 - H2 Capital Group · Mutual fund | $4.2M | 80.4% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $588K | 11.4% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 8 vintages | $257K | 5.0% |
| Guaranteed Investment Account - 10 Manager not matched · Insurance contract | $44K | 0.8% |
| American Funds Moderate Growth And Income Portfolio CL R-4 - IR Capital Group · Mutual fund | $36K | 0.7% |
| PIMCO Inflation Protected Bond Portfolio PIMCO (Allianz) · Mutual fund | $27K | 0.5% |
| Jpmorgan Large Cap Growth Fund Class R3 - JN JPMorgan · Mutual fund | $24K | 0.5% |
| Ishares S&P 500 Index Service Shares - IZ BlackRock · ETF Index | $18K | 0.3% |
| T. Rowe Price Moderate Allocation Portfolio T. Rowe Price · Mutual fund | $4K | <0.1% |
| American Funds Growth Fund OF America Class R4 - I0 Capital Group · Mutual fund | $3K | <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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.