Filings through .
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2 funds of $250K or more; 11 lines in all, holding $1.9M of the plan's $2.3M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $1.6M | 83.4% |
| American Funds U.S. Government Money Market Fund Class R-2 Capital Group · Money market | $143K | 7.4% |
| Investment CO OF America Class R-2 Capital Group · Mutual fund Possible retail class R2 | $54K | 2.8% |
| Amcap Fund Class R-2 Capital Group · Mutual fund Possible retail class R2 | $51K | 2.6% |
| Washington Mutual Investors Fund Class R-2 Capital Group · Mutual fund Possible retail class R2 | $35K | 1.8% |
| Eupac Fund Class R-2 Capital Group · Mutual fund Possible retail class R2 | $23K | 1.2% |
| Smallcap World Fund INC Class R-2 Capital Group · Mutual fund Possible retail class R2 | $8K | 0.4% |
| American Funds Inflation Linked Bond Fund Class R-2 Capital Group · Mutual fund Possible retail class R2 | $5K | 0.2% |
| Bond Fund OF America Class R-2 Capital Group · Mutual fund Possible retail class R2 | $2K | <0.1% |
| Intermediate Bond Fund OF America Class R-2 Capital Group · Mutual fund Possible retail class R2 | $2K | <0.1% |
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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.