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7 funds of $250K or more; 30 lines in all, holding $6.6M of the plan's $7.1M. From the 2024 filing. Recordkeeper: Paychex.
Target-date series: BlackRock LifePath Index, mutual fund, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JP Morgan Large CAP Growth R6 we JPMorgan · Mutual fund | $1.3M | 19.4% |
| New York Life Investment Management Mainstay Income Builder New York Life · Other | $1.1M | 16.9% |
| Metlife Stable Value Solution J i MetLife · Insurance contract | $466K | 7.1% |
| Vanguard 500 Index Adml as Vanguard · Mutual fund Index | $433K | 6.6% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $417K | 6.3% |
| JP Morgan U.S. Equity Fund CL R6 sil JPMorgan · Mutual fund | $387K | 5.9% |
| American Funds Mutual R6 mnt Capital Group · Mutual fund | $310K | 4.7% |
| Oppenheimer Gold & Special Minerals I = Invesco · Other | $228K | 3.5% |
| Pgim Jennison Health Sciences R6 ne Prudential (PGIM) · Mutual fund | $222K | 3.4% |
| Putnam Dynamic Asset Allocation Growth R6 xe Franklin Templeton · Mutual fund | $219K | 3.3% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)