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4 funds hold $28K of the plan's $28K. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: SSgA Target Retirement, mutual fund, 94% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 1 vintage | $26K | 93.7% |
| State Street Equity 500 Index Fund Class K State Street (SSgA) · Mutual fund Index | $1K | 4.2% |
| State Street Target Retirement Fund Class K State Street (SSgA) · Mutual fund | $320 | 1.1% |
| N/R Vangaurd Balanced Index Fund Manager not matched · Mutual fund Index | $263 | 0.9% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.