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8 funds hold $159K of the plan's $162K. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: John Hancock Lifetime Blend, collective trust, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend Manager not matched · Collective trust Target-date, 9 vintages | $131K | 82.7% |
| S&P 500 Index Fund Manager not matched · Mutual fund Index | $8K | 5.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $6K | 3.9% |
| Vanguard Emerging Markets Stock Index Fund Vanguard · Mutual fund | $4K | 2.7% |
| Nuveen Small Cap Blend Index Fund TIAA (Nuveen) · Mutual fund Index | $4K | 2.5% |
| DFA International Value Portfolio- Institutional Class Dimensional · Mutual fund | $2K | 1.4% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $1K | 0.9% |
| MFS Growth Fund MFS (Sun Life) · Mutual fund | $1K | 0.9% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.