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3 funds of $250K or more; 22 lines in all, holding $2.9M of the plan's $2.9M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Fidelity Freedom Index, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintages | $1.8M | 63.2% |
| State ST Equity 500 Index K State Street (SSgA) · Mutual fund Index | $207K | 7.1% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $172K | 5.9% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-I Class T. Rowe Price · Mutual fund | $135K | 4.6% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $80K | 2.7% |
| Vanguard Intermediate Term Bon Vanguard · Mutual fund | $75K | 2.6% |
| Janus Henderson Triton Fund Class N Janus Henderson · Mutual fund | $72K | 2.5% |
| MFS Total Return Fund R6 MFS (Sun Life) · Mutual fund | $70K | 2.4% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $51K | 1.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $46K | 1.6% |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.