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6 funds hold $171K of the plan's $171K. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Fidelity Freedom Index, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintages | $135K | 79.1% |
| Invesco Stable Asset - Adpz Invesco · Stable value Stable value | $27K | 15.9% |
| State ST Equity 500 Index K State Street (SSgA) · Mutual fund Index | $8K | 4.4% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $462 | 0.3% |
| Vanguard Intermediate Term Bon Vanguard · Mutual fund | $311 | 0.2% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $232 | 0.1% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.