Filings through .
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1 fund of $250K or more; 19 lines in all, holding $1.6M of the plan's $1.6M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock Sustained Balanced K Fund BlackRock · Mutual fund | $442K | 27.8% |
| Blackrock 80/20 Target Allocation Fund Class K BlackRock · Mutual fund | $249K | 15.7% |
| Franklin Growth Fund Class R6 Franklin Templeton · Mutual fund | $204K | 12.8% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $101K | 6.3% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $93K | 5.9% |
| Blackrock 60/40 Target Allocation Fund Class K BlackRock · Mutual fund | $86K | 5.4% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $83K | 5.2% |
| Principal Stable Value Z Fund Principal · Insurance contract Recordkeeper's own fund | $53K | 3.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $51K | 3.2% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $47K | 2.9% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.