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28 funds of $250K or more; 23 lines in all, holding $27.3M of the plan's $27.4M. From the 2024 filing. Recordkeeper: Nationwide.
Target-date series: Nuveen Lifecycle Index, mutual fund, 13% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 13 vintages | $3.5M | 13.0% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.9M | 10.5% |
| Nationwide Investor Destinations Moderately Aggressive Fund Class R6 Nationwide · Mutual fund Recordkeeper's own fund | $2.8M | 10.1% |
| Invesco Global Fund Class Y Invesco · Mutual fund | $2.3M | 8.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.1M | 7.8% |
| Nationwide S&P 500 Index Fund Class R6 Nationwide · Mutual fund IndexRecordkeeper's own fund | $1.7M | 6.2% |
| Principal Cap App Inst Fund Principal · Mutual fund | $1.3M | 4.8% |
| Janus Henderson Balanced Fund Class N Janus Henderson · Mutual fund | $1.1M | 4.2% |
| Investment Contract Nationwide Fixed Select Option Nationwide · Insurance contract Recordkeeper's own fund | $1.1M | 4.2% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $1.1M | 4.0% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.