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14 funds of $250K or more; 19 lines in all, holding $13.2M of the plan's $13.4M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 8 vintages | $3.3M | 25.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 14.3% |
| AB Large Cap Growth Z AllianceBernstein · Other | $1.3M | 10.0% |
| Federated Government Obligations Prem Federated Hermes · Other | $889K | 6.7% |
| par, or maturity value Cost Value Mutual Funds Manager not matched · Mutual fund | $822K | 6.2% |
| JPMorgan Core Plus Bond Fund Class R6 JPMorgan · Mutual fund | $805K | 6.1% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $734K | 5.6% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $647K | 4.9% |
| Touchstone MID CAP Fund Class R6 Western & Southern · Mutual fund | $593K | 4.5% |
| Boston Trust Walden Small Cap Manager not matched · Other | $459K | 3.5% |
Covers 70,940 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.