Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
13 funds of $250K or more; 37 lines in all, holding $10.3M of the plan's $10.6M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds 2045 TD Capital Group · Insurance contract | $1.3M | 12.2% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Insurance contract Index | $1.3M | 12.1% |
| American Funds 2030 TD Capital Group · Insurance contract | $1.1M | 10.7% |
| American Funds 2055 TD Capital Group · Insurance contract | $925K | 8.9% |
| American Funds 2060 TD Capital Group · Insurance contract | $831K | 8.0% |
| American Funds 2050 TD Capital Group · Insurance contract | $651K | 6.3% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Insurance contract | $629K | 6.1% |
| American Funds 2025 TD Capital Group · Insurance contract | $543K | 5.3% |
| American Funds 2040 TD Capital Group · Insurance contract | $495K | 4.8% |
| American Funds 2020 TD Capital Group · Insurance contract | $475K | 4.6% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.