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15 funds of $250K or more; 17 lines in all, holding $14.1M of the plan's $14.6M. From the 2025 filing. Recordkeeper: OneAmerica.
Target-date series: T. Rowe Price Retirement Blend, collective trust, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 5 vintages | $3.1M | 21.7% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $1.9M | 13.7% |
| American Funds US Government Sec R6 Capital Group · Mutual fund | $1.8M | 12.6% |
| Insurance Company General Account Fund: Empower Annuity Insurance Company of America Empower · Insurance contract | $1.2M | 8.7% |
| iShares Russell Mid-Cap Index Fund Class K BlackRock · ETF Index | $1.1M | 7.7% |
| MFS Blended Research International Equity Fund R6 MFS (Sun Life) · Mutual fund | $943K | 6.7% |
| BlackRock Russell BlackRock · Mutual fund | $808K | 5.7% |
| Goldman Sachs Growth Allocation Fund Class R6 Shares Goldman Sachs · Mutual fund | $718K | 5.1% |
| Victory Core Plus Intermediate Bond Fund (Formerly Usaa Intermediate-Term Bond Fund) Victory Core Plus Intermediate Bond Fund Class R6 Victory Capital · Mutual fund | $637K | 4.5% |
| iShares Developed Real Estate Index Fund Class K BlackRock · ETF Index | $531K | 3.8% |
Added 8 funds, dropped 7 funds, likely replaced 2 funds. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchNuveen Lifecycle Index 2035 Fund to T. Rowe Price Retirement Blend 2050 Trust | $6.1M to $2.9M |
| AddediShares S&P 500 Index Fund Class K Shares | $1.9M |
| AddedAmerican Funds US Government Sec R6 | $1.8M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.