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16 funds of $250K or more; 25 lines in all, holding $14.9M of the plan's $14.9M. From the 2024 filing. Recordkeeper: Cohen & Company.
Target-date series: T. Rowe Price Retirement, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MFS Growth Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $2.7M | 18.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 10.7% |
| M&n Pro Blended Ext Term - R Manager not matched · Mutual fund | $1.2M | 8.1% |
| M&n Pro BL Max Term Ser - R Manager not matched · Mutual fund | $1.1M | 7.5% |
| MFS Core Equity Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $942K | 6.3% |
| MFS Mass Inv Trust - R3 MFS (Sun Life) · Collective trust | $895K | 6.0% |
| MFS Global Total Return Fund, R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $843K | 5.7% |
| Lord Abbett Developing Grow-A Lord Abbett · Mutual fund Possible retail class A | $837K | 5.6% |
| Victory Sycamore Established Value Fund Class A Victory Capital · Mutual fund Possible retail class A | $709K | 4.8% |
| Vanguard Midcap Growth Index Ad Vanguard · Mutual fund Index | $695K | 4.7% |
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.)
Annual investment return is in the bottom quintile of the peer cohort.