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2 funds hold $10K of the plan's $10K. From the 2024 filing. Recordkeeper: Futurebenefits OF America.
| Fund | Dollars | % of funds% |
|---|---|---|
| investment Cost value Schwab Value Advantage Charles Schwab · Mutual fund | $10K | 98.6% |
| PIMCO Total Return Fund R PIMCO (Allianz) · Mutual fund | $137 | 1.4% |
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.