Filings through .
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5 funds of $250K or more; 16 lines in all, holding $4.3M of the plan's $4.5M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $2.6M | 60.2% |
| Growth Fund OF America Class R-3 Capital Group · Mutual fund Possible retail class R3 | $803K | 18.5% |
| Washington Mutual Investors Fund Class R-3 Capital Group · Mutual fund | $240K | 5.5% |
| American Funds Capital Group · Mutual fund | $229K | 5.3% |
| International Growth and Income Fund Class R-3 Capital Group · Mutual fund | $116K | 2.7% |
| Capital Income Builder Class R-3 Capital Group · Mutual fund Possible retail class R3 | $80K | 1.8% |
| NEW Perspective Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $68K | 1.6% |
| Income Fund OF America Class R-3 Capital Group · Mutual fund Possible retail class R3 | $64K | 1.5% |
| American Funds Growth and Income Portfolio Class R-3 Capital Group · Mutual fund | $46K | 1.1% |
| Capital World Growth & Income Fund Class R-3 Capital Group · Mutual fund | $43K | 1.0% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.