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4 funds of $250K or more; 17 lines in all, holding $2.2M of the plan's $2.2M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Fidelity Freedom Index, mutual fund, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $1.8M | 79.8% |
| State ST Equity 500 Index K State Street (SSgA) · Mutual fund Index | $172K | 7.8% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $45K | 2.1% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $32K | 1.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $30K | 1.4% |
| Vanguard Mid Cap Index Admrl Vanguard · Mutual fund Index | $28K | 1.3% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund | $26K | 1.2% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-I Class T. Rowe Price · Mutual fund | $23K | 1.0% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $16K | 0.7% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $15K | 0.7% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.