Filings through .
Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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7 funds of $250K or more; 22 lines in all, holding $4.3M of the plan's $4.6M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: MFS Lifetime, mutual fund, 15% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MFS Lifetime MFS (Sun Life) · Mutual fund Target-date, 7 vintages | $664K | 15.3% |
| MassMutual Blue Chip Growth Fund Class R4 MassMutual · Mutual fund | $582K | 13.4% |
| MM S&P 500 Index Fund Class R4 MassMutual · Mutual fund Index | $568K | 13.1% |
| American Balanced Fund Capital Group · Mutual fund | $369K | 8.5% |
| The Hartford Equity Income Fund Hartford Funds · Mutual fund | $308K | 7.1% |
| Allspring Special Mid Cap Value Fund Allspring · Mutual fund | $300K | 6.9% |
| Empower S&P SmCap 400 Index Fund Empower · Mutual fund IndexRecordkeeper's own fund | $273K | 6.3% |
| Empower Guaranteed Interest Account Empower · Insurance contract Recordkeeper's own fund | $206K | 4.8% |
| MFS Value Fund MFS (Sun Life) · Mutual fund | $194K | 4.5% |
| Empower International Index Fund Empower · Mutual fund IndexRecordkeeper's own fund | $175K | 4.0% |
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.)
Annual investment return is in the bottom quintile of the peer cohort.