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12 funds of $250K or more; 19 lines in all, holding $14.4M of the plan's $14.7M. From the 2024 filing. Recordkeeper: Nationwide.
Target-date series: Vanguard Target Retirement, mutual fund, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $6.7M | 46.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.6M | 25.0% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 9.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $357K | 2.5% |
| Blackrock Mid Cap Growth Equity Portfolio BlackRock · Mutual fund | $342K | 2.4% |
| Putnam Equity Income Fund Y Franklin Templeton · Mutual fund | $341K | 2.4% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $230K | 1.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $205K | 1.4% |
| New World Fund Inc Capital Group · Mutual fund | $190K | 1.3% |
| Investment (e) Value Virtus Virtus · Other | $181K | 1.3% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.