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15 funds hold $374K of the plan's $374K. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Fidelity Freedom Index, mutual fund, 97% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $361K | 96.7% |
| State Street Equity 500 Index Fund Class K State Street (SSgA) · Collective trust Index | $4K | 0.9% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $3K | 0.8% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $901 | 0.2% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $872 | 0.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $821 | 0.2% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $609 | 0.2% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $589 | 0.2% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $492 | 0.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $432 | 0.1% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.