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6 funds of $250K or more; 48 lines in all, holding $3.8M of the plan's $3.8M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $2.7M | 70.3% |
| MML Moderate Allocation Manager not matched · Insurance contract | $245K | 6.5% |
| MML Growth Allocation Manager not matched · Insurance contract | $86K | 2.3% |
| The Investment Company Of America-R3 Manager not matched · Mutual fund Possible retail class A | $74K | 2.0% |
| NEW Perspective Fund Class R-3 Capital Group · Mutual fund Possible retail class A | $54K | 1.4% |
| Investment contract - at contract value Manager not matched · Insurance contract | $50K | 1.3% |
| MML American Funds Core Allocation Fund Capital Group · Insurance contract | $45K | 1.2% |
| Eupac Fund Class R-3 Capital Group · Mutual fund Possible retail class A | $44K | 1.2% |
| Capital World Growth & Income Fund Class R-3 Capital Group · Mutual fund Possible retail class A | $44K | 1.2% |
| American Funds Fundamental Investors Class R-3 Capital Group · Mutual fund Possible retail class A | $42K | 1.1% |
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 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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.