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23 funds hold $892K of the plan's $899K. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 3 vintages | $195K | 21.9% |
| Amerfunds 2030 Targ Dateret R6 Manager not matched · Mutual fund | $179K | 20.0% |
| Amerfunds 2040 Targ Dateret R6 Manager not matched · Mutual fund | $84K | 9.4% |
| Amerfunds 2050 Targ Dateret R6 Manager not matched · Mutual fund | $82K | 9.2% |
| Amerfunds 2045 Targ Dateret R6 Manager not matched · Mutual fund | $56K | 6.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $51K | 5.7% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $43K | 4.9% |
| Amerfunds 2035 Targ Dateret R6 Manager not matched · Mutual fund | $38K | 4.3% |
| Amerfunds 2060 Targ Dateret R6 Manager not matched · Mutual fund | $38K | 4.2% |
| Amerfunds 2065 Targ Dateret R6 Manager not matched · Mutual fund | $25K | 2.8% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.