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12 funds of $250K or more; 27 lines in all, holding $6.8M of the plan's $6.9M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, collective trust, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Collective trust Target-date, 11 vintages | $3.6M | 53.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $466K | 6.8% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $420K | 6.1% |
| Vanguard MStar Value Index Fund Adm Vanguard · Mutual fund Index | $379K | 5.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $349K | 5.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $300K | 4.4% |
| Vanguard MStar Small-Cap Index Fund Adm Vanguard · Mutual fund Index | $267K | 3.9% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $189K | 2.8% |
| Cohen & Steers Real Estate Securities Fund Class Z Cohen & Steers · Mutual fund | $115K | 1.7% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund | $98K | 1.4% |
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.