Filings through .
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2 funds of $250K or more; 17 lines in all, holding $1.2M of the plan's $1.2M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Indexselect Moderate 2055 Fund CL I Manager not matched · Mutual fund | $454K | 38.9% |
| IndexSelect Moderate 2045 Fund CL I Manager not matched · Mutual fund | $355K | 30.4% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $83K | 7.1% |
| Fully Benefit-Responsive Investment Contract: Empower Annuity Insurance Company of America Empower · Insurance contract Recordkeeper's own fund | $73K | 6.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $68K | 5.8% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $41K | 3.5% |
| Indexselect Moderate 2035 Fund CL I Manager not matched · Mutual fund | $33K | 2.8% |
| Mid Capital Equity Index Fund F BlackRock · Collective trust Index | $13K | 1.1% |
| MFS Research International Fund R6 MFS (Sun Life) · Mutual fund | $13K | 1.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $10K | 0.8% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.