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3 funds of $250K or more; 32 lines in all, holding $3.8M of the plan's $3.8M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: MoA Clear Passage, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fixed Fund Manager not matched · Insurance contract | $2.0M | 53.0% |
| MoA Clear Passage Manager not matched · Mutual fund Target-date, 10 vintages | $958K | 25.2% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $364K | 9.6% |
| Great-West Guaranteed Fixed Fund Empower · Insurance contract | $236K | 6.2% |
| Great-West Fidelty VIP Growth Portfolio Empower · Insurance contract | $52K | 1.4% |
| Great-West S&P 500 Index Fund Empower · Insurance contract Index | $36K | 0.9% |
| Great-West Aggressive Profile Empower · Insurance contract | $27K | 0.7% |
| Mid Atlantic Trust Company Manager not matched · Collective trust | $24K | 0.6% |
| Great-West Government Money Market Fund Empower · Insurance contract | $13K | 0.4% |
| Black Rock Mid-Cap Growth Equity Fund BlackRock · Mutual fund | $13K | 0.3% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.