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7 funds hold $168K of the plan's $205K. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: T. Rowe Price Retirement Blend, mutual fund, 98% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Mutual fund Target-date, 10 vintages | $165K | 98.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2K | 1.1% |
| T. Rowe Price Overseas Stock Fund-I Class T. Rowe Price · Mutual fund | $471 | 0.3% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $238 | 0.1% |
| American Century Mid Cap Valuer6 American Century · Mutual fund | $232 | 0.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $211 | 0.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $196 | 0.1% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.