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7 funds of $250K or more; 20 lines in all, holding $7.0M of the plan's $7.2M. From the 2024 filing. Recordkeeper: Epic Retirement Plan Services.
Target-date series: Schwab Target Index, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab Target Index Charles Schwab · Mutual fund Target-date, 9 vintages | $3.8M | 55.0% |
| Schwab S&P 500 Index Fund - Select S Charles Schwab · Mutual fund Index | $647K | 9.3% |
| Cantor Fitzgerald Commodity Return Strategy Fund Manager not matched · Mutual fund | $509K | 7.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $480K | 6.9% |
| William Blair Small-Mid Cap Growth Fund William Blair · Mutual fund | $348K | 5.0% |
| Pioneer Strategic Income Fund: Class Y Victory Capital · Mutual fund | $205K | 2.9% |
| Harding Loevner International Equity Portfolio Affiliated Managers Group · Mutual fund | $112K | 1.6% |
| Causeway International Value Fund - Institutional Class Causeway Capital · Mutual fund | $110K | 1.6% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund | $109K | 1.6% |
| Schwab Small Cap Index Select Charles Schwab · Mutual fund Index | $103K | 1.5% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.)
Annual investment return is in the bottom quintile of the peer cohort.