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6 funds of $250K or more; 20 lines in all, holding $5.4M of the plan's $5.4M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $2.7M | 49.7% |
| American Balanced Fund Capital Group · Mutual fund | $623K | 11.6% |
| Growth Fund OF America Capital Group · Mutual fund | $481K | 9.0% |
| American Funds Capital Group · Mutual fund | $249K | 4.6% |
| New Perspective Fund Capital Group · Mutual fund | $246K | 4.6% |
| Capital World Growth & Income Fund Capital Group · Mutual fund | $185K | 3.4% |
| Eupac Fund Capital Group · Mutual fund | $164K | 3.0% |
| Amcap Fund Capital Group · Mutual fund | $141K | 2.6% |
| id American Funds The New Economy Fund Capital Group · Mutual fund | $125K | 2.3% |
| Investments IN Registered Investment Companies American Funds Capital Group · Mutual fund | $120K | 2.2% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.