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2 funds of $250K or more; 19 lines in all, holding $2.2M of the plan's $2.3M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $718K | 32.2% |
| Hardford Dividend and Growth R6 Manager not matched · Mutual fund | $557K | 24.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $248K | 11.1% |
| JPMorgan U.S. Government Money Market Fund Institutional Class JPMorgan · Money market | $230K | 10.3% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $117K | 5.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $67K | 3.0% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $55K | 2.5% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $55K | 2.5% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $47K | 2.1% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund | $35K | 1.6% |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.