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2 funds of $250K or more; 14 lines in all, holding $3.6M of the plan's $3.8M. From the 2024 filing. Recordkeeper: Newport Group.
Target-date series: Vanguard Target Retirement, mutual fund, 16% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $1.1M | 30.9% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $1.1M | 29.6% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $568K | 15.8% |
| Vanguard LifeStrategy 20/80 Fund Investor Shares Vanguard · Mutual fund | $199K | 5.5% |
| Harbor Capital Appreciation Harbor Capital · Other | $193K | 5.4% |
| Vanguard LifeStrategy Cnsrv Gr Inv Vanguard · Mutual fund | $155K | 4.3% |
| Vanguard Mid-Cap Value Index Fund Investor Shares Vanguard · Mutual fund Index | $145K | 4.0% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $121K | 3.4% |
| JPMorgan Mid Cap Growth Fund JPMorgan · Mutual fund | $26K | 0.7% |
| Lord Abbett Developing Growth Fund Inc Lord Abbett · Mutual fund | $4K | 0.1% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.
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.