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5 funds of $250K or more; 22 lines in all, holding $3.8M of the plan's $3.9M. From the 2024 filing. Recordkeeper: Dubuque Bank & Trust.
Target-date series: Nuveen Lifecycle Index, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 10 vintages | $2.1M | 56.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $430K | 11.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $422K | 11.0% |
| John Hancock Disciplined Value Mid Cap Fund John Hancock (Manulife) · Mutual fund | $113K | 3.0% |
| Fidelity Investment Grade Bond Fund Fidelity (FMR) · Mutual fund | $107K | 2.8% |
| Schwab Small-Cap Index Fund Charles Schwab · Mutual fund Index | $89K | 2.3% |
| Savings Deposit Accounts Dubuque Bank & Trust Fdic Insured Manager not matched · Other | $85K | 2.2% |
| Baird Mid Cap Growth Fund Institutional Baird · Mutual fund | $82K | 2.1% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $64K | 1.7% |
| Hartford International Stock Hartford Funds · Mutual fund | $58K | 1.5% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.