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4 funds of $250K or more; 7 lines in all, holding $3.3M of the plan's $3.3M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 8 vintages | $1.4M | 42.2% |
| AF Global Growth Portfolio Fund Manager not matched · Mutual fund | $1.2M | 35.0% |
| American Funds Growth Portfolio Capital Group · Mutual fund | $712K | 21.5% |
| American Funds Moderate Growth and Income Portfolio Capital Group · Mutual fund | $15K | 0.5% |
| American Funds Conservative Growth and Income Portfolio Capital Group · Mutual fund | $15K | 0.4% |
| American Funds Preservation Portfolio Capital Group · Mutual fund | $11K | 0.3% |
| American Funds Growth and Income Portfolio Capital Group · Mutual fund | $915 | <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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.