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4 funds of $250K or more; 23 lines in all, holding $3.9M of the plan's $4.9M. From the 2024 filing. Recordkeeper: Ascensus.
Target-date series: American Funds Target Date, mutual fund, 5% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Massachusetts Investors Growth Stock Fund R6 MFS (Sun Life) · Mutual fund | $530K | 13.6% |
| GM American Funds American Mutual R6 Capital Group · Mutual fund | $390K | 10.0% |
| BlackRock Liquidity T-Fund Premier BlackRock · Mutual fund | $280K | 7.2% |
| MFS Mid Cap Value Fund R6 GM MFS (Sun Life) · Mutual fund | $275K | 7.1% |
| American Funds American Mutual R6 Capital Group · Mutual fund | $240K | 6.2% |
| GM Hartford Schroders Intl MultCap Val S Hartford Funds · Mutual fund | $237K | 6.1% |
| GM Goldman Sachs GQG Prtnrs Intl Opp Ins Goldman Sachs · Mutual fund | $235K | 6.0% |
| GM American Funds Global Balanced R6 Capital Group · Mutual fund | $209K | 5.4% |
| GM Federated Hermes Mdt Mid Cp Gr R6 Federated Hermes · Mutual fund | $208K | 5.3% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 7 vintages | $202K | 5.2% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.