Filings through .
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10 funds of $250K or more; 23 lines in all, holding $6.4M of the plan's $6.5M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Index Solution 2045 Portfolio Class Z Voya · Mutual fund Index | $1.0M | 15.9% |
| Voya Index Solution 2050 Portfolio Class Z Voya · Mutual fund Index | $905K | 14.1% |
| Voya Index Solution 2055 Portfolio Class Z Voya · Mutual fund Index | $678K | 10.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $641K | 10.0% |
| Voya Index Solution 2035 Portfolio Class Z Voya · Mutual fund Index | $515K | 8.0% |
| Voya Index Solution 2060 Portfolio Class Z Voya · Mutual fund Index | $466K | 7.2% |
| Voya Index Solution 2040 Portfolio Class Z Voya · Mutual fund Index | $428K | 6.7% |
| Voya Index Solution 2065 Portfolio Class Z Voya · Mutual fund Index | $284K | 4.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $264K | 4.1% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $262K | 4.1% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedNEW Perspective Fund Class R-6 | $262K |
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.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.