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25 funds hold $1.4M of the plan's $1.4M. From the 2024 filing. Recordkeeper: Uniglobal Pension Planning.
| Fund | Dollars | % of funds% |
|---|---|---|
| Transamerica LifeGoal 2060 with BlackRck RetOpt Pooled Separate Account Transamerica (Aegon) · Separate account | $175K | 13.0% |
| Transamerica LifeGoal 2040 with BlackRck RetOpt Transamerica (Aegon) · Separate account | $172K | 12.7% |
| State Street Intl Index Ret Opt State Street (SSgA) · Separate account Index | $144K | 10.7% |
| Transamerica Partners Stock Index Ret Opt Transamerica (Aegon) · Separate account Index | $135K | 10.0% |
| Transamerica LifeGoal 2030 with BlackRck RetOpt Transamerica (Aegon) · Separate account | $119K | 8.8% |
| State Street U.S. Bond Index Ret Opt State Street (SSgA) · Separate account Index | $54K | 4.0% |
| Transamerica LifeGoal 2045 with BlackRck RetOpt Transamerica (Aegon) · Separate account | $53K | 3.9% |
| State Street S&P Mid Cap Index Ret Opt State Street (SSgA) · Separate account Index | $52K | 3.9% |
| Transamerica LifeGoal 2050 with BlackRck RetOpt Transamerica (Aegon) · Separate account | $51K | 3.8% |
| Maturity Date, Rate of Interest, Collateral, Par Capital Group · Mutual fund | $50K | 3.7% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)