Filings through .
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5 funds of $250K or more; 12 lines in all, holding $2.2M of the plan's $2.2M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: T. Rowe Price Retirement, mutual fund, 89% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $2.0M | 88.6% |
| Ishares S&P 500 Index FD CL K BlackRock · Collective trust Index | $117K | 5.3% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $39K | 1.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $34K | 1.5% |
| iShares Russell 2000 Small-Cap Index Fund Class K BlackRock · Collective trust Index | $33K | 1.5% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $14K | 0.6% |
| Bond Fund OF America Class R-6 Capital Group · Mutual fund | $7K | 0.3% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $4K | 0.2% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $2K | 0.1% |
| PIMCO Real Return Fund Institutional PIMCO (Allianz) · Mutual fund | $1K | <0.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.