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11 funds of $250K or more; 21 lines in all, holding $10.9M of the plan's $11.0M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Vanguard Target Retirement, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $6.7M | 61.2% |
| Vanguard Target Retirement Vanguard · Other Target-date, 2 vintages | $1.4M | 13.0% |
| State ST Equity 500 Index K State Street (SSgA) · Mutual fund Index | $737K | 6.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $569K | 5.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $422K | 3.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $178K | 1.6% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-I Class T. Rowe Price · Mutual fund | $177K | 1.6% |
| NEU Large Cap Value R6 Manager not matched · Mutual fund | $171K | 1.6% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $122K | 1.1% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $86K | 0.8% |
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.
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.)
The auditor signed off without reservation. This is the cleanest opinion.