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3 funds of $250K or more; 13 lines in all, holding $1.6M of the plan's $2.7M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $313K | 19.9% |
| TA Vanguard Ttl Stock Mkt Index Rt Vanguard · Mutual fund Index | $289K | 18.4% |
| JPMorgan Equity Inc Ret Acct JPMorgan · Mutual fund | $269K | 17.1% |
| MFS International Value Ret Acct MFS (Sun Life) · Mutual fund | $124K | 7.9% |
| State Street International Index Ret Acct State Street (SSgA) · Mutual fund Index | $114K | 7.2% |
| TA Vanguard Small-Cap Index Ret Acct Vanguard · Mutual fund Index | $81K | 5.2% |
| Janus Henderson Enterprise Retirement Account Janus Henderson · Mutual fund | $78K | 5.0% |
| Janus Henderson Triton Ret Acct Janus Henderson · Mutual fund | $72K | 4.6% |
| Franklin Small Cap Value Ret Acct Franklin Templeton · Mutual fund | $71K | 4.5% |
| State Street S&P Md Cap Indx Ret Acct State Street (SSgA) · Mutual fund Index | $65K | 4.2% |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.