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19 funds of $250K or more; 49 lines in all, holding $18.4M of the plan's $18.5M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| JH Multimanager Growth LS John Hancock (Manulife) · Mutual fund | $2.6M | 13.9% |
| American Funds 2030 Fund Capital Group · Mutual fund | $2.1M | 11.5% |
| American Funds 2035 Fund Capital Group · Mutual fund | $1.7M | 9.4% |
| American Funds 2025 Fund Capital Group · Mutual fund | $1.5M | 8.3% |
| American Funds 2040 Fund Capital Group · Mutual fund | $1.4M | 7.6% |
| John Hancock JH Multimnager Aggressive LS John Hancock (Manulife) · Mutual fund | $861K | 4.7% |
| Lifestyle Balanced Portfolio John Hancock (Manulife) · Mutual fund | $830K | 4.5% |
| American Funds 2045 Fund Capital Group · Mutual fund | $819K | 4.4% |
| John Hancock JH Multimanager Balanced LS John Hancock (Manulife) · Mutual fund | $708K | 3.8% |
| American Funds 2055 Fund Capital Group · Mutual fund | $681K | 3.7% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.