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23 funds hold $280K of the plan's $280K. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: BlackRock LifePath Index, other, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Insurance contract Target-date, 9 vintages | $195K | 69.9% |
| JP Morgan US Equity Ret JPMorgan · Insurance contract | $16K | 5.9% |
| Fidelity 500 Index Retirement Account Fidelity (FMR) · Insurance contract Index | $15K | 5.5% |
| American Funds Bond Fund of America Ret Acct Capital Group · Insurance contract | $9K | 3.1% |
| Janus Henderson Global Research Ret Acct Janus Henderson · Insurance contract | $9K | 3.1% |
| iShares MSCI EAFE International Index Ret Acct BlackRock · Insurance contract Index | $5K | 1.9% |
| iShares US Aggregate Bond Index Ret Acct BlackRock · Insurance contract Index | $5K | 1.7% |
| Janus Henderson Enterprise Ret Acct Janus Henderson · Insurance contract | $4K | 1.3% |
| BlackRock Inflation Protected Bond Ret Acct BlackRock · Insurance contract | $3K | 1.2% |
| State Street S&P Md Cap Indx Ret Acct State Street (SSgA) · Insurance contract Index | $2K | 0.8% |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.