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2 funds of $250K or more; 16 lines in all, holding $2.3M of the plan's $2.3M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $520K | 23.1% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $376K | 16.7% |
| MML Barings Core Bond Fund MassMutual · Mutual fund | $226K | 10.0% |
| Blackrock Advantage International Fund BlackRock · Insurance contract | $198K | 8.8% |
| PIMCO RAE Emerging Markets Fund PIMCO (Allianz) · Mutual fund | $196K | 8.7% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $178K | 7.9% |
| Fidelity Stock Selector Small Cap Fund Fidelity (FMR) · Mutual fund | $169K | 7.5% |
| U.S. Vector Equity Portfolio - Institutional Class Dimensional · Mutual fund | $152K | 6.8% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $113K | 5.0% |
| Contract Account: Standard Insurance Company StanCorp (Meiji Yasuda) · Insurance contract | $97K | 4.3% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.