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6 funds of $250K or more; 16 lines in all, holding $4.2M of the plan's $4.3M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: SSgA Target Retirement, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 9 vintages | $2.7M | 62.8% |
| State Street Equity 500 Index Fund Class K State Street (SSgA) · Collective trust Index | $513K | 12.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $497K | 11.8% |
| MetLife Stable Value Fund Series 25053 - Class 0 MetLife · Stable value Stable value | $164K | 3.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $92K | 2.2% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $77K | 1.8% |
| State Street Global Aggregate Bond Fund Class K State Street (SSgA) · Mutual fund | $69K | 1.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $40K | 0.9% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $33K | 0.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $26K | 0.6% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.