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12 funds of $250K or more; 23 lines in all, holding $7.1M of the plan's $8.1M. From the 2024 filing. Recordkeeper: Ascensus.
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $1.3M | 17.7% |
| Fund Blackrock Capital Appreciation Instl BlackRock · Mutual fund | $745K | 10.5% |
| American Funds Growth Fund of Amer R6 Capital Group · Mutual fund | $693K | 9.8% |
| Blackrock Large CAP Focus Growth Fund, INC. Institutional BlackRock · Mutual fund | $588K | 8.3% |
| Blackrock Sustainable BAL Inst BlackRock · Mutual fund | $549K | 7.8% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $433K | 6.1% |
| BlackRock Advntg Large Cap Core Instl BlackRock · Mutual fund | $370K | 5.2% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $339K | 4.8% |
| Blackrock Equity Dividend Fund Class K BlackRock · Mutual fund | $337K | 4.8% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund | $270K | 3.8% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)