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3 funds of $250K or more; 19 lines in all, holding $2.1M of the plan's $2.1M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: American Funds Target Date, mutual fund, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $1.5M | 73.4% |
| iShares S & P 500 Index Fund BlackRock · ETF Index | $275K | 13.2% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $125K | 6.0% |
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $51K | 2.4% |
| New World Fund Inc Capital Group · Mutual fund | $15K | 0.7% |
| T Rowe Price Spectrm Moderate Growth T. Rowe Price · Mutual fund | $15K | 0.7% |
| Federated Hermes MDT Mid Cap Growth Fund Federated Hermes · Mutual fund | $13K | 0.6% |
| T. Rowe Price Small-Cap Value Fund, Inc. T. Rowe Price · Mutual fund | $13K | 0.6% |
| Janus Henderson Contrarian Fund Janus Henderson · Mutual fund | $9K | 0.4% |
| Principal Global Investors Principal · Other Recordkeeper's own fund | $8K | 0.4% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.