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4 funds of $250K or more; 8 lines in all, holding $3.6M of the plan's $3.8M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: John Hancock Lifetime Blend, mutual fund, 18% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Invesco Government Money Market Fund Class R Invesco · Money market | $1.5M | 40.9% |
| John Hancock Lifetime Blend John Hancock (Manulife) · Mutual fund Target-date, 9 vintages | $665K | 18.2% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-R Class T. Rowe Price · Mutual fund | $557K | 15.3% |
| Putnam Large Cap Growth Fund Class R Shares Franklin Templeton · Mutual fund | $451K | 12.4% |
| Janus Henderson Enterprise Fund Class R Janus Henderson · Mutual fund | $265K | 7.3% |
| NEW World Fund INC Class R-3 Capital Group · Mutual fund Possible retail class R3 | $104K | 2.9% |
| John Hancock Income Fund Class R2 John Hancock (Manulife) · Mutual fund Possible retail class R2 | $95K | 2.6% |
| John Hancock Disciplined Value International Fund Class R2 John Hancock (Manulife) · Mutual fund Possible retail class R2 | $16K | 0.4% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.
The auditor signed off without reservation. This is the cleanest opinion.