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14 funds of $250K or more; 19 lines in all, holding $16.3M of the plan's $16.6M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 30% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $4.9M | 30.2% |
| iShares S&P 500 Index A BlackRock · ETF Index | $4.6M | 28.0% |
| Growth Fund OF America Capital Group · Mutual fund | $1.7M | 10.7% |
| American Balanced Fund Capital Group · Mutual fund | $1.1M | 6.6% |
| American Funds Capital Group · Mutual fund | $748K | 4.6% |
| Income Fund OF America Capital Group · Mutual fund | $641K | 3.9% |
| Washington Mutual Investors Fund Capital Group · Mutual fund | $624K | 3.8% |
| New Perspective Fund Capital Group · Mutual fund | $470K | 2.9% |
| Eupac Fund Capital Group · Mutual fund | $405K | 2.5% |
| Bond Fund OF America Capital Group · Mutual fund | $390K | 2.4% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).