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1 fund of $250K or more; 18 lines in all, holding $915K of the plan's $1.1M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 2 vintages | $342K | 37.4% |
| Amerfunds 2040 Targ Dateret R6 Manager not matched · Mutual fund | $101K | 11.0% |
| Amerfunds 2035 Targ Dateret R6 Manager not matched · Mutual fund | $83K | 9.1% |
| GS Intl EQ Insights R6 Goldman Sachs · Mutual fund | $82K | 8.9% |
| Amerfunds 2050 Targ Dateret R6 Manager not matched · Mutual fund | $73K | 8.0% |
| Amerfunds 2065 Targ Dateret R6 Manager not matched · Mutual fund | $73K | 8.0% |
| Amerfunds 2060 Targ Dateret R6 Manager not matched · Mutual fund | $30K | 3.3% |
| Federated Hermes MDT Mid Cap Growth Fund Class R6 Shares Federated Hermes · Mutual fund | $24K | 2.7% |
| Amerfunds 2030 Targ Dateret R6 Manager not matched · Mutual fund | $24K | 2.6% |
| Amc Small Cap Growth - R6 Manager not matched · Mutual fund | $20K | 2.2% |
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).