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9 funds of $250K or more; 26 lines in all, holding $8.3M of the plan's $8.3M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $2.6M | 31.7% |
| Voya Fixed Account, interest as of December 31, 2 Voya · Insurance contract | $2.5M | 29.9% |
| Vanguard Target Retirement Vanguard · Insurance contract Target-date, 1 vintage | $1.2M | 14.9% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $552K | 6.7% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $295K | 3.6% |
| Amcap Fund Class R-6 Capital Group · Mutual fund | $219K | 2.6% |
| American Funds American Balanced R6 Capital Group · Mutual fund | $130K | 1.6% |
| American Funds Fundamental Investors Class R-6 Capital Group · Mutual fund | $107K | 1.3% |
| Invesco Growth AND Income Fund Class R6 Invesco · Mutual fund | $87K | 1.0% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $84K | 1.0% |
Covers 60,908 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.)
Annual investment return is in the bottom quintile of the peer cohort.