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9 funds of $250K or more; 23 lines in all, holding $8.1M of the plan's $8.1M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: BlackRock LifePath, mutual fund, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath BlackRock · Mutual fund Target-date, 2 vintages | $1.9M | 23.6% |
| 1Thpfa3 Manager not matched · Mutual fund | $1.3M | 16.2% |
| Borrower, Lessor, or Maturity Date, Rate of Interest, Collateral Manager not matched · Mutual fund | $1.2M | 14.7% |
| Janus Henderson Forty Fund Class R Janus Henderson · Mutual fund | $686K | 8.4% |
| 1Mrdvx Manager not matched · Mutual fund | $490K | 6.0% |
| Mid Cap Value Fund R Class American Century · Mutual fund | $266K | 3.3% |
| Goldman Sachs Small Cap Value Fund Class R Goldman Sachs · Mutual fund | $257K | 3.2% |
| Participant LOLoans Manager not matched · Other | $254K | 3.1% |
| Columbia Seligman Technology and Information Fund Class R Ameriprise (Columbia Threadneedle) · Mutual fund | $243K | 3.0% |
| Eaton Vance Worldwide Health Sciences Fund Class R Morgan Stanley · Mutual fund | $210K | 2.6% |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.