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30 funds hold $63.0M of the plan's $75.3M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: T. Rowe Price Target, mutual fund, 17% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Target T. Rowe Price · Mutual fund Target-date, 10 vintages | $10.7M | 16.9% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $8.5M | 13.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $5.9M | 9.3% |
| Nuveen Large Cap Index Fund R6 TIAA (Nuveen) · Mutual fund Index | $4.0M | 6.3% |
| Federated Hermes MDT Large Cap Value Fund Class R6 Shares Federated Hermes · Mutual fund | $3.7M | 5.8% |
| Schwab Fundamental International Equity Index Fund Charles Schwab · Mutual fund Index | $3.0M | 4.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $3.0M | 4.8% |
| MFS International Equity Fund MFS (Sun Life) · Mutual fund | $3.0M | 4.7% |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF State Street (SSgA) · ETF | $3.0M | 4.7% |
| Federated Capital Preservation Fund Federated Hermes · Stable value Stable value | $2.7M | 4.2% |
Covers 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.