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2 funds of $250K or more; 18 lines in all, holding $2.3M of the plan's $2.3M. From the 2024 filing. Recordkeeper: OneAmerica.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Fidelity Vip Asset Mgr 50 Init Mutual Fund Shares Fidelity (FMR) · Mutual fund | $831K | 36.7% |
| Invesco Disc MD Cap Grth A Invesco · Mutual fund | $351K | 15.5% |
| Nuveen Nuveen Smcap Select A Mutual Fund Shares TIAA (Nuveen) · Mutual fund | $230K | 10.2% |
| Fidelity Vip Grth Init Mutual Fund Fidelity (FMR) · Mutual fund | $214K | 9.5% |
| Alger Alger Lgcap Grth Port I-2 Mutual Fund Shares Manager not matched · Mutual fund | $185K | 8.2% |
| American Century Amercent Ultra Inv Mutual Fund American Century · Mutual fund | $131K | 5.8% |
| American Century Amercent Disc Core Val Inv Mutual Fund Shares American Century · Mutual fund | $106K | 4.7% |
| Vanguard Vanguard Vif Smallcompgrth Ins Mutual Fund Shares Vanguard · Mutual fund | $45K | 2.0% |
| Fidelity Vip High Inc Init Mutual Fund Fidelity (FMR) · Mutual fund | $38K | 1.7% |
| Janus Henderson Jan Hen Glo Res Port Inst Mutual Fund Janus Henderson · Mutual fund | $34K | 1.5% |
Covers 61,314 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.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).