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10 funds of $250K or more; 11 lines in all, holding $7.5M of the plan's $7.5M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $3.2M | 43.2% |
| Growth Fund OF America Class R-3 Capital Group · Mutual fund Possible retail class R3 | $946K | 12.7% |
| American Funds Capital Group · Mutual fund Possible retail class R3 | $716K | 9.6% |
| NEW Perspective Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $707K | 9.5% |
| Amcap Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $691K | 9.3% |
| American Balanced Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $452K | 6.1% |
| Eupac Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $315K | 4.2% |
| Smallcap World Fund INC Class R-3 Capital Group · Mutual fund Possible retail class R3 | $219K | 2.9% |
| Bond Fund OF America Class R-3 Capital Group · Mutual fund Possible retail class R3 | $137K | 1.8% |
| American Class R2 Capital Group · Money market | $33K | 0.4% |
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.
The auditor signed off without reservation. This is the cleanest opinion.