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6 funds hold $387K of the plan's $1.6M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Invesco V.!. American Value Fund Series Variable annuity account Invesco · Insurance contract | $69K | 17.7% |
| Security Benefit Life Insurance Company BNY Mellon [IP Technology Growth Fund Variable annuity account BNY · Insurance contract | $65K | 16.8% |
| NAA Large Core Series Manager not matched · Insurance contract | $64K | 16.6% |
| NAA All Cap Value Series Manager not matched · Insurance contract | $64K | 16.6% |
| Neuberger Berman Quality Equity Portfolio Variable annuity account Neuberger Berman · Insurance contract | $64K | 16.5% |
| Variable annuity account MFS (Sun Life) · Insurance contract | $61K | 15.7% |
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.
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.