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18 funds hold $1.3M of the plan's $1.3M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Transamerica Target Retirement, other, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Transamerica Target Retirement Transamerica (Aegon) · Separate account Target-date, 8 vintages | $780K | 60.2% |
| JP Morgan Lrg Cap Ret Opt JPMorgan · Separate account | $93K | 7.2% |
| JPMorgan U.S. Equity Ret Opt JPMorgan · Separate account | $81K | 6.2% |
| Transamerica Internatnl Eqt Ret Opt Transamerica (Aegon) · Separate account | $73K | 5.6% |
| American Funds Blncd Ret Opt Capital Group · Separate account | $54K | 4.2% |
| Aegon Bond Ret Opt Transamerica (Aegon) · Separate account | $39K | 3.0% |
| Victory Govt Securities Ret Opt Victory Capital · Separate account | $37K | 2.9% |
| Transamerica FutureFocus In Ret w Amer Cen Ret Opt Transamerica (Aegon) · Separate account | $37K | 2.8% |
| MFS Mid Cap Value Ret Opt MFS (Sun Life) · Separate account | $23K | 1.7% |
| State Street Russell Small Cap Index Ret Opt State Street (SSgA) · Separate account Index | $20K | 1.5% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.