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20 funds of $250K or more; 22 lines in all, holding $60.9M of the plan's $67.2M. From the 2024 filing. Recordkeeper: Epic Retirement Plan Services.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $11.2M | 18.4% |
| Reliance Metlife Stable Value Fund MetLife · Stable value Stable value | $7.6M | 12.5% |
| American Funds Euro Pacific Growth R6 Capital Group · Mutual fund | $6.3M | 10.4% |
| Blackrock Equity Dividend Fund Institutional BlackRock · Mutual fund | $6.3M | 10.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $5.5M | 9.0% |
| Baird Aggregate Bond Fund Institutional Baird · Mutual fund | $3.3M | 5.4% |
| Fidelity Low-Priced Stock Fund Fidelity (FMR) · Mutual fund | $2.3M | 3.8% |
| Schwab Small-Cap Index Fund Charles Schwab · Mutual fund Index | $2.0M | 3.3% |
| PIMCO Commodity Real Return Strategy I2 PIMCO (Allianz) · Mutual fund | $2.0M | 3.3% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price · Mutual fund | $1.8M | 3.0% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.