Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
18 funds of $250K or more; 28 lines in all, holding $25.8M of the plan's $26.0M. From the 2024 filing. Recordkeeper: Northwestern Mutual Investment Serv.
| Fund | Dollars | % of funds% |
|---|---|---|
| Amerfunds 2025 Targ Dateret R6 Manager not matched · Mutual fund | $4.1M | 16.0% |
| Amerfunds 2030 Targ Dateret R6 Manager not matched · Mutual fund | $3.3M | 12.7% |
| Amerfunds 2020 Targ Dateret R6 Manager not matched · Mutual fund | $2.8M | 10.7% |
| American Funds Wamu - R6 Capital Group · Mutual fund | $2.6M | 10.2% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $2.2M | 8.7% |
| American US Gov Money Mkt R6 Manager not matched · Money market | $1.6M | 6.3% |
| Income Fund OF America Class R-6 Capital Group · Mutual fund | $1.6M | 6.3% |
| Amerfunds 2050 Targ Dateret R6 Manager not matched · Mutual fund | $1.4M | 5.5% |
| Amerfunds Amer Balanced - R6 Capital Group · Mutual fund | $726K | 2.8% |
| Amerfunds Smallcap World R6 Manager not matched · Mutual fund | $696K | 2.7% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.