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7 funds of $250K or more; 12 lines in all, holding $4.6M of the plan's $4.7M. From the 2024 filing. Recordkeeper: OneAmerica.
Target-date series: JPMorgan SmartRetirement, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 9 vintages | $3.1M | 67.6% |
| Blackrock Russell BlackRock · Mutual fund | $224K | 4.8% |
| American United Life Insurance AUL Stable Value Account Series A Manager not matched · Insurance contract | $189K | 4.1% |
| Victory Sycamore Small Company Opportunity Fund Victory Capital · Mutual fund | $178K | 3.8% |
| The Hartford Midcap Fund Hartford Funds · Mutual fund | $173K | 3.7% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $153K | 3.3% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $124K | 2.7% |
| Causeway Emerging Markets Fund Causeway Capital · Mutual fund | $120K | 2.6% |
| Carillon Eagle Small Cap Growth Fund Class R-6 Raymond James · Mutual fund | $114K | 2.5% |
| BlackRock Equity Index I BlackRock · Collective trust Index | $105K | 2.3% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.