Filings through .
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25 funds hold $1.5M of the plan's $1.5M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Gfa-R2 Capital Group · Mutual fund | $231K | 15.7% |
| American Funds Mmf-R2 Capital Group · Mutual fund | $164K | 11.1% |
| American Funds AFTD40-R2 Capital Group · Mutual fund | $154K | 10.5% |
| American Funds AFTD25-R2 Capital Group · Mutual fund | $147K | 10.0% |
| American Funds AFTD30-R2 Capital Group · Mutual fund | $134K | 9.1% |
| American Funds AFTD55-R2 Capital Group · Mutual fund | $133K | 9.0% |
| American Funds Wgi-R2 Capital Group · Mutual fund | $123K | 8.4% |
| American Funds - Wmif - R2 Capital Group · Mutual fund | $84K | 5.7% |
| American Funds AFTD45-R2 Capital Group · Mutual fund | $63K | 4.3% |
| American Funds - NWF - R2 Capital Group · Mutual fund | $54K | 3.7% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.