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10 funds hold $84K of the plan's $83K. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Fidelity Freedom Index, mutual fund, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 8 vintages | $33K | 39.0% |
| Attachment to 2025 Form Manager not matched · Other | $17K | 19.7% |
| State ST Equity 500 Index K State Street (SSgA) · Mutual fund Index | $11K | 12.8% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $7K | 8.0% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $5K | 5.9% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $4K | 4.5% |
| Vanguard Intermediate Term Bon Vanguard · Mutual fund | $3K | 3.7% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $2K | 2.1% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-I Class T. Rowe Price · Mutual fund | $2K | 2.1% |
| Janus Henderson Triton Fund Class N Janus Henderson · Mutual fund | $2K | 2.1% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).