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4 funds of $250K or more; 28 lines in all, holding $7.3M of the plan's $7.4M. From the 2024 filing. Recordkeeper: Nationwide.
Target-date series: Nuveen Lifecycle Index, mutual fund, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| State Street Balanced Index Fund Class K State Street (SSgA) · Mutual fund Index | $3.7M | 50.6% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 10 vintages | $1.5M | 20.9% |
| Blackrock 80/20 Target Allocation Fund BlackRock · Mutual fund | $759K | 10.4% |
| Nationwide Geneva Small Cap Growth Fund Nationwide · Mutual fund Recordkeeper's own fund | $280K | 3.9% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 4 vintages | $183K | 2.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $157K | 2.2% |
| Victory Sycamore Established Value Fund Victory Capital · Mutual fund | $132K | 1.8% |
| Brown Advisory Sustainable Growth Fund Brown Advisory · Mutual fund | $113K | 1.6% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund Index | $86K | 1.2% |
| Franklin Growth Opportunities Fund Franklin Templeton · Mutual fund | $82K | 1.1% |
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.
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.