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12 funds of $250K or more; 16 lines in all, holding $6.8M of the plan's $6.8M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Vanguard Target Retirement, other, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Insurance contract Target-date, 9 vintages | $3.7M | 53.6% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $446K | 6.5% |
| Vanguard Growth Index Fund Vanguard · Insurance contract Index | $443K | 6.5% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $423K | 6.2% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price · Insurance contract | $410K | 6.0% |
| John Hancock Thrivent Mid Cap Stock Fund Thrivent · Insurance contract | $279K | 4.1% |
| AB Large Cap Growth Fund AllianceBernstein · Insurance contract | $274K | 4.0% |
| Vanguard Value Index Fund Vanguard · Insurance contract Index | $189K | 2.8% |
| John Hancock Small Cap Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $186K | 2.7% |
| Vanguard Equity-Income Fund Vanguard · Insurance contract | $170K | 2.5% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)