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10 funds of $250K or more; 25 lines in all, holding $13.8M of the plan's $14.1M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $7.0M | 50.6% |
| Guaranteed Investment Account: Sentry Life Insurance Company Guaranteed Fund Sentry · Insurance contract | $1.9M | 13.6% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $1.9M | 13.5% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index | $392K | 2.8% |
| PIMCO Real Return Fund PIMCO (Allianz) · Mutual fund | $267K | 1.9% |
| American Funds Target Date Capital Group · Separate account Target-date, 1 vintage | $245K | 1.8% |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund | $229K | 1.7% |
| Vanguard Balanced Index Fund Investor Shares Vanguard · Mutual fund Index | $208K | 1.5% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $190K | 1.4% |
| Vanguard Mid-Cap Value Index Fund Investor Shares Vanguard · Mutual fund Index | $190K | 1.4% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.