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9 funds of $250K or more; 17 lines in all, holding $6.6M of the plan's $6.6M. From the 2024 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintagesRecordkeeper's own fund | $4.0M | 61.5% |
| Amcap Fund Class R-3 Capital Group · Mutual fund Possible retail class R3Recordkeeper's own fund | $783K | 11.9% |
| Growth Fund OF America Class R-3 Capital Group · Mutual fund Possible retail class R3Recordkeeper's own fund | $533K | 8.1% |
| The Investment Company Of America-R3 Manager not matched · Mutual fund Possible retail class R3 | $337K | 5.1% |
| Eupac Fund Class R-3 Capital Group · Mutual fund Possible retail class R3Recordkeeper's own fund | $210K | 3.2% |
| The New Economy Fund-R3 Manager not matched · Mutual fund Possible retail class R3 | $129K | 2.0% |
| Smallcap World Fund-R3 Manager not matched · Mutual fund Possible retail class R3 | $114K | 1.7% |
| Growth Portfolio-R3 Manager not matched · Mutual fund Possible retail class R3 | $82K | 1.2% |
| American Funds Fundamental Investors Class R-3 Capital Group · Mutual fund Possible retail class R3Recordkeeper's own fund | $82K | 1.2% |
| New World Fund-R3 Manager not matched · Mutual fund Possible retail class R3 | $64K | 1.0% |
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.