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10 funds of $250K or more; 18 lines in all, holding $24.0M of the plan's $25.0M. From the 2024 filing. Recordkeeper: Charles Schwab.
| Fund | Dollars | % of funds% |
|---|---|---|
| MFS Moderate Allocation Fund R4 MFS (Sun Life) · Mutual fund | $6.7M | 27.8% |
| MFS Aggressive Growth Allocation Fund R4 MFS (Sun Life) · Mutual fund | $5.4M | 22.6% |
| MFS Growth Allocation Fund R4 MFS (Sun Life) · Mutual fund | $4.3M | 18.0% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $2.4M | 10.1% |
| Wells Fargo Stable Value Fund Allspring · Insurance contract | $1.6M | 6.6% |
| MFS Conservative Allocation Fund R4 MFS (Sun Life) · Mutual fund | $1.1M | 4.5% |
| MFS New Discovery Value Fund R2 MFS (Sun Life) · Mutual fund Possible retail class R2 | $390K | 1.6% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $317K | 1.3% |
| Dodge & Cox Income Fund (F) Dodge & Cox · Mutual fund | $317K | 1.3% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $314K | 1.3% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.