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13 funds hold $1.6M of the plan's $1.6M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $696K | 43.0% |
| Growth Fund OF America Capital Group · Mutual fund | $222K | 13.7% |
| Income Fund OF America Capital Group · Mutual fund | $177K | 10.9% |
| Capital Income Builder Capital Group · Mutual fund | $171K | 10.6% |
| American Funds US Gov Money Market Capital Group · Money market | $83K | 5.2% |
| Capital World Growth & Income Fund Capital Group · Mutual fund | $80K | 4.9% |
| Eupac Fund Capital Group · Mutual fund | $65K | 4.0% |
| American Funds American Balanced Fund Capital Group · Mutual fund | $57K | 3.5% |
| American American Washington Mut Inv Capital Group · Mutual fund | $32K | 2.0% |
| American Funds Capital Group · Mutual fund | $22K | 1.4% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.