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17 funds hold $113K of the plan's $139K. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard S&P 500 ETF Vanguard · ETF Index | $40K | 35.4% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 3 vintages | $23K | 20.5% |
| Invesco S&P International Developed Momentum ETF Invesco · ETF Index | $8K | 7.2% |
| Invesco QQQ Trust Invesco · Collective trust | $8K | 6.9% |
| Invesco S&P 500 Momentum ETF Invesco · ETF Index | $8K | 6.7% |
| Invesco S&P MidCap Momentum ETF Invesco · ETF Index | $4K | 3.4% |
| Invesco S&P 100 Equal Weight ETF Invesco · ETF Index | $4K | 3.4% |
| Schwab Fundamental Emerging Markets Equity ETF Charles Schwab · ETF Index | $4K | 3.3% |
| Global X U.S. Infrastructure Development ETF Manager not matched · ETF Index | $4K | 3.2% |
| Invesco S&P SmallCap Momentum ETF Invesco · ETF Index | $3K | 2.8% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).