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13 funds of $250K or more; 14 lines in all, holding $9.3M of the plan's $9.4M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 17% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $1.6M | 16.6% |
| American Funds Growth Fnd R6 Capital Group · Mutual fund | $1.4M | 15.4% |
| American Funds American Mutual R6 Capital Group · Mutual fund | $1.3M | 13.5% |
| Guaranteed Investment Contract Voya Fixed Account Voya · Insurance contract | $947K | 10.2% |
| Participant directed investments American Funds Am Balanced R6 Capital Group · Mutual fund | $844K | 9.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $711K | 7.6% |
| Vangrd Intl Grw Fnd Adm Vanguard · Mutual fund | $611K | 6.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund | $594K | 6.4% |
| Pioneer Select Mid Cap Growth Fund: Class K Victory Capital · Mutual fund | $438K | 4.7% |
| TCW MW Tot Rtn Bd F Pl TCW · Mutual fund | $434K | 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.)