Filings through .
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1 fund of $250K or more; 11 lines in all, holding $959K of the plan's $959K. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 99% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $948K | 98.9% |
| Value of Int in Regist Invest Co Manager not matched · Mutual fund | $3K | 0.3% |
| American Washington Value of Int in Regist Invest Co Capital Group · Mutual fund | $3K | 0.3% |
| Eupac Fund Capital Group · Mutual fund | $1K | 0.1% |
| Smallcap World Fund Inc Capital Group · Mutual fund | $907 | <0.1% |
| Intermediate Bond Fund OF America Capital Group · Mutual fund | $792 | <0.1% |
| Growth Fund OF America Capital Group · Mutual fund | $557 | <0.1% |
| The Bond Fund of America Manager not matched · Mutual fund | $386 | <0.1% |
| Inflation Linked Bond Fund Manager not matched · Mutual fund | $385 | <0.1% |
| Capital World Bond Fund Capital Group · Mutual fund | $374 | <0.1% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.