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2 funds of $250K or more; 15 lines in all, holding $2.6M of the plan's $2.6M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 30% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Growth Fund OF America Capital Group · Mutual fund | $782K | 30.3% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $778K | 30.2% |
| Investment CO OF America Capital Group · Mutual fund | $402K | 15.6% |
| American Funds Corporate Bond Fund Capital Group · Mutual fund | $240K | 9.3% |
| New Perspective Fund Capital Group · Mutual fund | $163K | 6.3% |
| Capital World Growth & Income Fund Capital Group · Mutual fund | $106K | 4.1% |
| American Funds Fundamental Investors Capital Group · Mutual fund | $61K | 2.4% |
| Washington Mutual Investors Fund Capital Group · Mutual fund | $22K | 0.9% |
| Capital Income Builder Manager not matched · Mutual fund | $7K | 0.3% |
| Smallcap World Fund Inc Capital Group · Mutual fund | $6K | 0.2% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.