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3 funds of $250K or more; 10 lines in all, holding $2.2M of the plan's $2.3M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Principal LifeTime, collective trust, 89% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintages | $2.0M | 88.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $140K | 6.2% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $38K | 1.7% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $31K | 1.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $14K | 0.6% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $13K | 0.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $7K | 0.3% |
| JPMorgan Mid Cap Value Fund Class R6 JPMorgan · Mutual fund | $4K | 0.2% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $1K | <0.1% |
| BlackRock Systematic Multi-Strat K BlackRock · Mutual fund | $281 | <0.1% |
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.
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.
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).