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6 funds of $250K or more; 11 lines in all, holding $2.7M of the plan's $2.8M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Fidelity Freedom, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $2.1M | 75.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $277K | 10.1% |
| COL Contrarn Core A Manager not matched · Other | $162K | 5.9% |
| FID Blue Chip GR Fidelity (FMR) · Other | $69K | 2.5% |
| AB SM CAP Grth A AllianceBernstein · Other | $51K | 1.8% |
| JPM Equity Income R3 JPMorgan · Other | $42K | 1.5% |
| FID Intl Discovery Fidelity (FMR) · Other | $23K | 0.8% |
| VI SM-CAP VAL A Manager not matched · Other | $16K | 0.6% |
| FID Value Fidelity (FMR) · Other | $13K | 0.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $7K | 0.3% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.