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2 funds of $250K or more; 18 lines in all, holding $2.8M of the plan's $2.9M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Fidelity Freedom Index, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintages | $1.8M | 65.6% |
| State Street Equity 500 Index Fund State Street (SSgA) · Mutual fund Index | $155K | 5.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $154K | 5.6% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $96K | 3.5% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price · Mutual fund | $79K | 2.9% |
| Investment Cost Value Mutual fu Manager not matched · Other | $79K | 2.9% |
| Growth Fund OF America Capital Group · Mutual fund | $71K | 2.6% |
| iShares MSCI EAFE International Index Fund BlackRock · ETF Index | $57K | 2.1% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $38K | 1.4% |
| BlackRock Total Return Fund BlackRock · Mutual fund | $38K | 1.4% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).