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10 funds of $250K or more; 21 lines in all, holding $6.0M of the plan's $6.1M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $2.2M | 36.3% |
| Blue Chip Growth Fund John Hancock (Manulife) · Mutual fund | $497K | 8.2% |
| John Hancock Disciplined Value Fund John Hancock (Manulife) · Mutual fund | $454K | 7.5% |
| value 1 Manager not matched · Other | $437K | 7.2% |
| Nuveen Small Cap Blend Index Fund TIAA (Nuveen) · Mutual fund Index | $351K | 5.8% |
| Multimanager Lifestyle Moderate Portfolio John Hancock (Manulife) · Mutual fund | $318K | 5.3% |
| American Funds Capital World Gr&Inc Capital Group · Mutual fund | $291K | 4.8% |
| Multimanager Lifestyle Growth Portfolio John Hancock (Manulife) · Mutual fund | $286K | 4.7% |
| Multimanager Lifestyle Balanced Portfolio John Hancock (Manulife) · Mutual fund | $228K | 3.8% |
| Pgim Total Return Bond Fund Prudential (PGIM) · Mutual fund | $168K | 2.8% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.