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17 funds of $250K or more; 27 lines in all, holding $11.4M of the plan's $11.5M. From the 2024 filing. Recordkeeper: Nationwide.
Target-date series: American Funds Target Date, mutual fund, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $2.8M | 24.5% |
| JPMorgan Growth Advantage Fund JPMorgan · Mutual fund | $1.4M | 12.1% |
| Nationwide Fixed Select Contract Nationwide · Insurance contract Recordkeeper's own fund | $1.2M | 10.7% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $964K | 8.4% |
| Vanguard Selected Value Fund Investor Shares Vanguard · Mutual fund | $726K | 6.4% |
| Carillon Eagle Mid Cap Growth Fund Raymond James · Mutual fund | $658K | 5.8% |
| Nationwide S&P 500 Index Fund Nationwide · Mutual fund IndexRecordkeeper's own fund | $522K | 4.6% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $482K | 4.2% |
| Janus Henderson Triton Fund Class N Janus Henderson · Mutual fund | $481K | 4.2% |
| Fidelity Advisor Mega Cap Stock Fund Fidelity (FMR) · Mutual fund | $443K | 3.9% |
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.)
Annual investment return is in the bottom quintile of the peer cohort.