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16 funds of $250K or more; 25 lines in all, holding $10.4M of the plan's $10.5M. From the 2024 filing. Recordkeeper: OneAmerica.
Target-date series: T. Rowe Price Retirement, mutual fund, 19% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $2.0M | 19.2% |
| T. Rowe Price Troweprice Grth Stock R Mutual Fund Shares T. Rowe Price · Mutual fund | $1.1M | 10.5% |
| American Funds Amerfds Washington Mutual R3 Mutual Fund Shares Capital Group · Mutual fund | $939K | 9.0% |
| State Street State ST S&P 500 Indx CL I Mutual Fund State Street (SSgA) · Mutual fund Index | $886K | 8.5% |
| Aul Stable Value Account Manager not matched · Insurance contract | $870K | 8.3% |
| Janus Henderson Jan Hen Triton S Mutual Fund Janus Henderson · Mutual fund | $662K | 6.4% |
| State Street Global State ST S&P Midcap Index CL A Mutual Fund Shares State Street (SSgA) · Mutual fund Index | $619K | 5.9% |
| American Funds Amerfds Grth FD OF America R3 Mutual Fund Shares Capital Group · Mutual fund | $528K | 5.1% |
| American Funds Amerfds American Balanced R3 Mutual Fund Shares Capital Group · Mutual fund | $453K | 4.3% |
| American Funds Amerfds Cap World Grth&inc R3 Mutual Fund Shares Capital Group · Mutual fund | $323K | 3.1% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.