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2 funds of $250K or more; 27 lines in all, holding $1.6M of the plan's $1.6M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Index Solution 2035 Portfolio Class Z Voya · Separate account Index | $336K | 21.3% |
| MFS Growth Fund R6 MFS (Sun Life) · Separate account | $335K | 21.3% |
| Voya Index Solution 2055 Portfolio Class Z Voya · Separate account Index | $172K | 10.9% |
| Voya Index Solution 2060 Portfolio Class Z Voya · Separate account Index | $118K | 7.5% |
| Voya Index Solution 2050 Portfolio Class Z Voya · Separate account Index | $92K | 5.8% |
| Voya Index Solution 2030 Portfolio Class Z Voya · Separate account Index | $80K | 5.1% |
| Invesco Diversified Dividend Fund Class R6 Invesco · Separate account | $59K | 3.8% |
| Voya Index Solution 2040 Portfolio Class Z Voya · Separate account Index | $47K | 3.0% |
| Voya Index Solution Income Portfolio Class Z Voya · Separate account Index | $45K | 2.9% |
| Voya MidCap Opportunities Fund Class R6 Voya · Separate account | $43K | 2.7% |
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.
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.