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32 funds hold $1.1M of the plan's $1.3M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $134K | 12.1% |
| Capital World Growth & Income Fund Class R-6 Capital Group · Mutual fund | $101K | 9.2% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $88K | 8.0% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $82K | 7.4% |
| American Funds Growth Fund of Amer R6 Capital Group · Mutual fund | $82K | 7.4% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $78K | 7.1% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $72K | 6.5% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $69K | 6.2% |
| American Funds Interm Bd Fd of Amer R6 1,958 American Fu Capital Group · Mutual fund | $65K | 5.9% |
| Smallcap World Fund INC Class R-6 Capital Group · Mutual fund | $49K | 4.4% |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.