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16 funds of $250K or more; 28 lines in all, holding $14.4M of the plan's $14.5M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: American Funds Target Date, mutual fund, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 7 vintages | $4.4M | 30.6% |
| JPMorgan Large Cap Growth Fund Class R3 JPMorgan · Mutual fund Possible retail class R3 | $2.1M | 14.7% |
| American Balanced Fund Class R-4 Capital Group · Mutual fund | $1.3M | 8.8% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $920K | 6.4% |
| Nomura Mid Cap Growth Fund Class Y Macquarie / Nomura · Mutual fund | $804K | 5.6% |
| American Funds Capital Group · Mutual fund Possible retail class A | $794K | 5.5% |
| American American Mutual Fund Class R-4 Capital Group · Mutual fund | $740K | 5.1% |
| Nomura Small Cap Core Fund Class A Macquarie / Nomura · Mutual fund Possible retail class A | $636K | 4.4% |
| Capital Income Builder Class R-4 Capital Group · Mutual fund | $618K | 4.3% |
| NEW World Fund INC Class R-4 Capital Group · Mutual fund | $348K | 2.4% |
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.
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.