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13 funds of $250K or more; 18 lines in all, holding $8.6M of the plan's $8.8M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 8 vintages | $2.8M | 32.7% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $1.7M | 19.6% |
| BNY Mellon Midcap Index Fund, Inc. BNY · Mutual fund Index | $759K | 8.8% |
| American Funds Capital Group · Mutual fund | $663K | 7.7% |
| SmallCap S&P 600 Index Fund Principal · Mutual fund Index | $596K | 6.9% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $426K | 4.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $332K | 3.9% |
| Vanguard Small-Cap Growth Index Fund Vanguard · Mutual fund Index | $322K | 3.7% |
| Fidelity Nfltn-Prot Bond Index Instl Premium Fund Fidelity (FMR) · Mutual fund Index | $250K | 2.9% |
| Reliance MetLife Stable Value Series 25053 Collective Trust MetLife · Stable value Stable value | $225K | 2.6% |
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.
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.