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16 funds hold $263K of the plan's $360K. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Nuveen Lifecycle Index, mutual fund, 88% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 5 vintages | $231K | 87.9% |
| Federated Hermes U.S. Treasury Cash Reserves Federated Hermes · Money market | $8K | 2.9% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $5K | 1.9% |
| Schwab Treasury Inflation Protected Securities Index Fund Charles Schwab · Mutual fund | $3K | 1.2% |
| MFS Massachusetts Investment Growth Stock R6 MFS (Sun Life) · Mutual fund | $2K | 0.9% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $2K | 0.9% |
| Voya Intermediate Bond Fund Class I Voya · Mutual fund | $2K | 0.7% |
| Vanguard Emerging Markets Portfolio Institutional Class Vanguard · Mutual fund | $2K | 0.6% |
| Empower U.S. Government Securities Fund Institutional Class Empower · Mutual fund | $2K | 0.6% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $1K | 0.5% |
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.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).