Filings through .
Filed September 20, 2022
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6 funds of $250K or more; 21 lines in all, holding $5.3M of the plan's $5.4M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Janus Henderson Balanced Fund Class N Janus Henderson · Mutual fund | $1.9M | 36.4% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $1.3M | 25.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $511K | 9.7% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-I Class T. Rowe Price · Mutual fund | $416K | 7.9% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $300K | 5.7% |
| BlackRock Liquidity T-Fund Premier BlackRock · Mutual fund | $201K | 3.8% |
| AB Relative Value Fund, INC. Class Z AllianceBernstein · Mutual fund | $141K | 2.7% |
| Macquarie Emerging Markets R6 Macquarie / Nomura · Mutual fund | $108K | 2.0% |
| Eaton Vance Atlanta Capital Smid-Cap Fund Class R6 Morgan Stanley · Mutual fund | $87K | 1.6% |
| Fidelity Advisor Small Cap Fund Class Z Fidelity (FMR) · Mutual fund | $56K | 1.1% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.