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22 funds of $250K or more; 29 lines in all, holding $30.4M of the plan's $30.7M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: BlackRock LifePath Index, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $16.2M | 53.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.3M | 10.7% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $2.1M | 6.7% |
| New Perspectives Fund Capital Group · Mutual fund | $1.1M | 3.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 3.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $911K | 3.0% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $726K | 2.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $526K | 1.7% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $444K | 1.5% |
| American Balanced Fund Capital Group · Mutual fund | $440K | 1.4% |
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVanguard High-Yield Corporate Fund Investor Shares | $344K |
| AddedFidelity Emerging Markets Fund | $276K |
| AddedJPMorgan Developed International Value Fund | $274K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 5 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.