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11 funds of $250K or more; 32 lines in all, holding $8.1M of the plan's $8.3M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend Manager not matched · Mutual fund Target-date, 10 vintages | $4.1M | 50.1% |
| S&P 500 Index Fund Manager not matched · Mutual fund Index | $870K | 10.7% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $800K | 9.8% |
| Vanguard Small-Cap Value Index Fund Vanguard · Mutual fund Index | $265K | 3.3% |
| Vanguard Explorer Fund Vanguard · Mutual fund | $253K | 3.1% |
| Blue Chip Growth Fund Manager not matched · Mutual fund | $182K | 2.2% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $173K | 2.1% |
| Vanguard Mid-Cap Value Index Fund Vanguard · ETF Index | $169K | 2.1% |
| JPMorgan Emerging Markets Equity Fund JPMorgan · Mutual fund | $123K | 1.5% |
| " Manager not matched · Mutual fund | $114K | 1.4% |
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.)