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8 funds of $250K or more; 31 lines in all, holding $7.4M of the plan's $7.5M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: BlackRock LifePath, mutual fund, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath BlackRock · Mutual fund Target-date, 7 vintages | $2.1M | 28.0% |
| BlackRock LifePath Dynamic Retirement Fund BlackRock · Mutual fund | $1.2M | 16.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $862K | 11.7% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $549K | 7.5% |
| Nomura Large Cap Growth Fund Class R6 Macquarie / Nomura · Mutual fund | $348K | 4.7% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $323K | 4.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $222K | 3.0% |
| MFS Value Fund MFS (Sun Life) · Mutual fund | $188K | 2.6% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $158K | 2.1% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $147K | 2.0% |
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.)