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3 funds of $250K or more; 25 lines in all, holding $2.9M of the plan's $3.1M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 23% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 7 vintages | $679K | 23.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $634K | 21.8% |
| Fixed annuity contract: Empower Annuity Insurance Key Guaranteed Portfolio Fund Empower · Insurance contract Recordkeeper's own fund | $420K | 14.4% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $236K | 8.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $171K | 5.9% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $168K | 5.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $150K | 5.2% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $139K | 4.8% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $73K | 2.5% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $68K | 2.3% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)