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8 funds hold $81K of the plan's $81K. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $60K | 74.8% |
| maturity date, rate of interest, Cost (e) American Funds 2065 Ta Capital Group · Mutual fund | $14K | 17.4% |
| Investment CO OF America Class R-2E Capital Group · Mutual fund | $3K | 3.7% |
| Amcap Fund Class R-2E Capital Group · Mutual fund | $1K | 1.8% |
| Blackrock Advantage International Fund Class R Shares BlackRock · Mutual fund | $767 | 1.0% |
| BlackRock Advantage Smid Cap Fund, Inc. Class R BlackRock · Mutual fund | $456 | 0.6% |
| Lord Abbett High Yield Fund Class R2 Lord Abbett · Mutual fund Possible retail class R2 | $452 | 0.6% |
| Bond Fund OF America Class R-2E Capital Group · Mutual fund | $102 | 0.1% |
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.
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.