Filings through .
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3 funds of $250K or more; 23 lines in all, holding $2.9M of the plan's $2.9M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Fidelity Freedom, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $2.0M | 70.2% |
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 2 vintages | $165K | 5.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $150K | 5.2% |
| Fidelity Puritan Fund Fidelity (FMR) · Mutual fund | $76K | 2.6% |
| Fidelity Select Technology Portfolio Fidelity (FMR) · Mutual fund | $75K | 2.6% |
| Fidelity Government Cash Reserves Fidelity (FMR) · Money market | $70K | 2.4% |
| Fidelity Government Money Market Fund Premium Class Fidelity (FMR) · Money market | $69K | 2.4% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market | $65K | 2.3% |
| Fidelity Select Semiconductors Portfolio Fidelity (FMR) · Mutual fund | $59K | 2.1% |
| Fidelity Magellan Fund Fidelity (FMR) · Mutual fund | $27K | 0.9% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.