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8 funds of $250K or more; 26 lines in all, holding $6.4M of the plan's $6.5M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Transamerica LifeGoal 2035 BlackRock BlackRock · Separate account | $1.3M | 20.9% |
| Transamerica LifeGoal Retirement BlackRock Retirement Account BlackRock · Separate account | $1.1M | 16.6% |
| Transamerica LifeGoal 2040 BlackRock BlackRock · Separate account | $586K | 9.1% |
| Transamerica LifeGoal 2050 BlackRock BlackRock · Separate account | $584K | 9.1% |
| Transamerica LifeGoal 2030 BlackRock BlackRock · Separate account | $523K | 8.1% |
| Transamerica LifeGoal 2055 BlackRock BlackRock · Separate account | $364K | 5.7% |
| State Street International Index State Street (SSgA) · Separate account Index | $339K | 5.3% |
| Hartford Total Ret Bd Hartford Funds · Separate account | $290K | 4.5% |
| Stable Value Core Opt Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $234K | 3.6% |
| Transamerica LifeGoal 2060 BlackRock BlackRock · Separate account | $224K | 3.5% |
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.
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.)