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9 funds of $250K or more; 20 lines in all, holding $5.6M of the plan's $5.7M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Nuveen Lifecycle Index, mutual fund, 78% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 12 vintages | $4.3M | 77.6% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $330K | 5.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $258K | 4.6% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $171K | 3.1% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $96K | 1.7% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $72K | 1.3% |
| Bond Fund OF America Class R-6 Capital Group · Mutual fund | $66K | 1.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $52K | 0.9% |
| American Funds Money Market Fund Capital Group · Money market | $40K | 0.7% |
| Franklin Dynatech Fund Class R6 Franklin Templeton · Mutual fund | $35K | 0.6% |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.