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10 funds of $250K or more; 18 lines in all, holding $9.2M of the plan's $9.3M. From the 2024 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 9% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| AF Growth Fund Amer Capital Group · Mutual fund Recordkeeper's own fund | $3.1M | 33.8% |
| American Funds Washington Mutual Capital Group · Mutual fund Recordkeeper's own fund | $1.5M | 16.3% |
| New Perspective Fund Capital Group · Mutual fund Recordkeeper's own fund | $1.0M | 10.9% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $838K | 9.1% |
| American Funds Fundamental Investors Capital Group · Mutual fund Recordkeeper's own fund | $368K | 4.0% |
| New World Fund Inc Capital Group · Mutual fund Recordkeeper's own fund | $359K | 3.9% |
| DoubleLine Total Return Bond Fund Class I DoubleLine · Mutual fund | $356K | 3.9% |
| American Interm Bd Fd of Amer Capital Group · Mutual fund Recordkeeper's own fund | $319K | 3.5% |
| American Funds American High-Inc Capital Group · Mutual fund Recordkeeper's own fund | $311K | 3.4% |
| American Funds U.S. Government Money Market Fund Capital Group · Money market Recordkeeper's own fund | $289K | 3.1% |
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.)