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15 funds of $250K or more; 22 lines in all, holding $15.5M of the plan's $15.5M. From the 2024 filing. Recordkeeper: Royal Alliance Associates.
Target-date series: Vanguard Target Retirement, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $7.4M | 47.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.0M | 19.3% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $873K | 5.6% |
| Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund | $720K | 4.6% |
| Van Target Retire Inc Vanguard · Mutual fund | $639K | 4.1% |
| Vanguard Target Retirement Vanguard · Other Target-date, 2 vintages | $527K | 3.4% |
| International GR II R1 Manager not matched · Other | $516K | 3.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $326K | 2.1% |
| Principal Equity Income Fund Institutional Class Principal · Mutual fund | $270K | 1.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $232K | 1.5% |
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.
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.