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13 funds of $250K or more; 18 lines in all, holding $11.9M of the plan's $12.3M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $7.2M | 60.8% |
| New Perspective Fund Capital Group · Mutual fund | $1.4M | 11.4% |
| Capital World Growth & Income Fund Capital Group · Mutual fund | $1.2M | 9.8% |
| Washington Mutual Investors Fund Capital Group · Mutual fund | $403K | 3.4% |
| Growth Fund OF America Capital Group · Mutual fund | $269K | 2.3% |
| New World Fund Inc Capital Group · Mutual fund | $222K | 1.9% |
| Capital World Bond Fund Capital Group · Mutual fund | $207K | 1.7% |
| American Target Date 2021 Capital Group · Mutual fund | $203K | 1.7% |
| American Funds Developing World Growth & Income Fund Capital Group · Mutual fund | $198K | 1.7% |
| Capital Income Builder Capital Group · Mutual fund | $166K | 1.4% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.