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7 funds of $250K or more; 16 lines in all, holding $4.3M of the plan's $4.3M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 7 vintages | $1.0M | 24.0% |
| Stable Value Funds Galliard Capital Management Allspring · Insurance contract | $872K | 20.1% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $490K | 11.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $368K | 8.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $309K | 7.1% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $254K | 5.9% |
| State Street Global All Cap Equity ex-U.S. Index Fund State Street (SSgA) · Mutual fund Index | $216K | 5.0% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $187K | 4.3% |
| State Street U.S. Bond Index SL CL XIV State Street (SSgA) · Collective trust Index | $180K | 4.2% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $133K | 3.1% |
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.)