1 fund holds $18.7M of the plan's $19.3M. From the 2025 filing. Recordkeeper: Not identified.
In collective trusts0%median 0% for plans of $5M to $50M (40,338 plans)
In index funds0%median 22% for plans of $5M to $50M (40,338 plans)
In the main target-date series0%median 38% for plans of $5M to $50M (40,338 plans)
Employer stockNo
Fund
Manager
Vehicle
Dollars
% of funds%
borrower, lesser, or collateral, par, or
Manager not matched · Other
Not yet matched
Other
$18.7M
100.0%
What changed since 2024
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Plan features & details
Pension benefit codes2A2E2F2G2J2T3D3H
Plan features
2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Opportunity flags
1 tripped
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
Audit opinion
Schedule H Part III
Unqualified opinion
The auditor signed off without reservation. This is the cleanest opinion.