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6 funds of $250K or more; 14 lines in all, holding $5.8M of the plan's $5.9M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 88% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $5.1M | 87.6% |
| Growth Fund OF America Capital Group · Mutual fund | $229K | 4.0% |
| Amcap Fund Capital Group · Mutual fund | $156K | 2.7% |
| New Perspective Fund Capital Group · Mutual fund | $89K | 1.5% |
| Washington Mutual Investors Fund Capital Group · Mutual fund | $71K | 1.2% |
| Capital Income Builder Capital Group · Mutual fund | $70K | 1.2% |
| American Funds American Balance Fund Capital Group · Mutual fund | $62K | 1.1% |
| American Funds Income Fund of America Washington Mutual Investors Capital Group · Mutual fund | $35K | 0.6% |
| Registered Investment Companies American Funds U.S. Government MM Fund Capital Group · Money market | $3K | <0.1% |
| American Funds Fundamental Investors Capital Group · Mutual fund | $3K | <0.1% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.