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1 fund of $250K or more; 43 lines in all, holding $2.2M of the plan's $2.6M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $1.4M | 61.4% |
| Moderate Allocation Lifestyle Fund Corebridge (AIG) · Separate account | $157K | 7.1% |
| Mid Cap Index Fund Corebridge (AIG) · Mutual fund Index | $155K | 7.0% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $74K | 3.3% |
| Stock Index Fund Corebridge (AIG) · Mutual fund Index | $62K | 2.8% |
| Vanguard Wellington Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $57K | 2.6% |
| Vanguard Life Strategy Growth Vanguard · Mutual fund Recordkeeper's own fund | $38K | 1.7% |
| Aggressive Growth Lifestyle Fund Corebridge (AIG) · Mutual fund | $37K | 1.7% |
| Vanguard Short-Term Investment-Grade Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $33K | 1.5% |
| Pgim Total Return Bond Fund Prudential (PGIM) · Mutual fund | $30K | 1.3% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)