Filings through .
Filed January 9, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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11 funds of $250K or more; 18 lines in all, holding $7.4M of the plan's $7.7M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $4.1M | 55.7% |
| T. Rowe Price Large-Cap Growth Fund-I Class T. Rowe Price · Mutual fund | $617K | 8.4% |
| Standard Insurance Company Stable Asset Fund IV StanCorp (Meiji Yasuda) · Insurance contract | $519K | 7.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $492K | 6.7% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $337K | 4.6% |
| Bond Fund OF America Class R-6 Capital Group · Mutual fund | $238K | 3.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $229K | 3.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $188K | 2.6% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $160K | 2.2% |
| Blackrock MID CAP Growth Equity Portfolio Class K BlackRock · Mutual fund | $159K | 2.2% |
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.
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.