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8 funds of $250K or more; 12 lines in all, holding $6.4M of the plan's $6.6M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $4.3M | 66.7% |
| Growth Fund OF America Class R-2 Capital Group · Mutual fund Possible retail class R2 | $876K | 13.6% |
| Smallcap World Fund-R2 Manager not matched · Mutual fund Possible retail class R2 | $215K | 3.3% |
| Capital World Growth & Income Fund Class R-2 Capital Group · Mutual fund Possible retail class R2 | $210K | 3.3% |
| American Balanced Fund-R2 Capital Group · Mutual fund Possible retail class R2 | $204K | 3.2% |
| American Funds Fundamental Investors Class R-2 Capital Group · Mutual fund Possible retail class R2 | $185K | 2.9% |
| Eupac Fund Class R-2 Capital Group · Mutual fund Possible retail class R2 | $135K | 2.1% |
| The Bond Fund of America, Class R2 Manager not matched · Mutual fund Possible retail class R2 | $115K | 1.8% |
| Capital Income Builder, Class R2 Manager not matched · Mutual fund Possible retail class R2 | $94K | 1.5% |
| Capital World Bond Fund Class R-2 Capital Group · Mutual fund Possible retail class R2 | $69K | 1.1% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.