Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
8 funds of $250K or more; 14 lines in all, holding $7.0M of the plan's $7.1M. From the 2024 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 84% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $5.9M | 83.9% |
| JP Morgan Growth and Advantage JPMorgan · Other | $282K | 4.0% |
| American Funds Capital Group · Mutual fund Recordkeeper's own fund | $162K | 2.3% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $112K | 1.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $112K | 1.6% |
| John Hancock Bond Fund Class R6 John Hancock (Manulife) · Mutual fund | $99K | 1.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $72K | 1.0% |
| Fidelity Adv Intl Small Cap I Fidelity (FMR) · Mutual fund | $72K | 1.0% |
| Fidelity Advisor Capital & Income Fund Class I Fidelity (FMR) · Mutual fund | $66K | 0.9% |
| Pgim Short-Term Corporate Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $55K | 0.8% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)