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16 funds hold $1.3M of the plan's $1.3M. From the 2024 filing. Recordkeeper: MMA Securities.
Target-date series: T. Rowe Price Retirement, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $842K | 65.5% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $158K | 12.3% |
| Blackrock Equity Dividend Fund BlackRock · Mutual fund | $65K | 5.0% |
| State ST S&P MD CP Index NL J Manager not matched · Collective trust Index | $55K | 4.3% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund | $32K | 2.5% |
| Small Cap Growth Fund American Century · Mutual fund | $30K | 2.3% |
| Janus H Overseas Fund Janus Henderson · Mutual fund | $28K | 2.2% |
| State ST S&P 500 Index IX Manager not matched · Collective trust Index | $22K | 1.7% |
| Victory Established Value Fund Victory Capital · Mutual fund | $11K | 0.9% |
| State ST Russ SC Index Viii Manager not matched · Collective trust Index | $10K | 0.8% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).