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14 funds of $250K or more; 19 lines in all, holding $20.6M of the plan's $20.9M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $4.1M | 20.0% |
| Multimanager Lifestyle Balanced Portfolio John Hancock (Manulife) · Mutual fund | $3.6M | 17.6% |
| Multimanager Lifestyle Growth Portfolio John Hancock (Manulife) · Mutual fund | $3.0M | 14.4% |
| Multimanager Lifestyle Aggressive Portfolio John Hancock (Manulife) · Mutual fund | $2.9M | 14.1% |
| Capital World Growth & Income Fund Capital Group · Mutual fund | $1.4M | 6.7% |
| John Hancock Mid Cap Index Fund John Hancock (Manulife) · Mutual fund Index | $1.2M | 5.7% |
| Large Cap Value Manager not matched · Other | $737K | 3.6% |
| John Hancock John Hancock (Manulife) · Mutual fund | $733K | 3.6% |
| Smallcap World Fund Inc Capital Group · Mutual fund | $695K | 3.4% |
| Pgim Jennison Mid-Cap Growth Fund Prudential (PGIM) · Mutual fund | $503K | 2.4% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.)
The auditor signed off without reservation. This is the cleanest opinion.