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5 funds of $250K or more; 26 lines in all, holding $4.1M of the plan's $4.2M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Morgan Stanley Growth Ret Opt Morgan Stanley · Other | $806K | 19.8% |
| Transamerica WMC Disciplined US Growth Ret Opt Transamerica (Aegon) · Other Recordkeeper's own fund | $772K | 18.9% |
| Transamerica Stable Value Option Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $699K | 17.2% |
| Morgan Stanley Growth Opportunities Ret Opt Morgan Stanley · Other | $548K | 13.4% |
| State Street S&P Mid Cap Index Ret Opt State Street (SSgA) · Mutual fund Index | $393K | 9.6% |
| BNY Mellon International Core Equity Inv Opt BNY · Other | $238K | 5.8% |
| Fidelity Advisor Small Cap Inv Opt Fidelity (FMR) · Mutual fund | $105K | 2.6% |
| Invesco Value Opportunities Inv Opt Invesco · Mutual fund | $63K | 1.5% |
| Franklin Biotechnology Discovery Inv Opt Franklin Templeton · Mutual fund | $62K | 1.5% |
| American Funds Growth Fund of America Inv Opt Mutual Fund Capital Group · Mutual fund | $59K | 1.4% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.