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3 funds of $250K or more; 12 lines in all, holding $2.2M of the plan's $2.2M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $1.9M | 83.2% |
| Growth Fund OF America Capital Group · Mutual fund | $156K | 7.0% |
| Income Fund OF America Capital Group · Mutual fund | $67K | 3.0% |
| Capital World Growth & Income Fund Capital Group · Mutual fund | $31K | 1.4% |
| American Funds Fundamental Investors Capital Group · Mutual fund | $27K | 1.2% |
| New Perspective Fund Capital Group · Mutual fund | $22K | 1.0% |
| Smallcap World Fund Inc Capital Group · Mutual fund | $19K | 0.8% |
| Bond Fund OF America Capital Group · Mutual fund | $17K | 0.7% |
| American Balanced Fund Capital Group · Mutual fund | $15K | 0.7% |
| American Funds U.S. Government Money Market Fund Capital Group · Money market | $12K | 0.5% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.