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5 funds of $250K or more; 15 lines in all, holding $5.5M of the plan's $5.5M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $4.6M | 82.3% |
| American Funds Growth Fund Am R6 Capital Group · Mutual fund | $239K | 4.3% |
| American Fds WshMut Inv R6 Fd Capital Group · Mutual fund | $169K | 3.0% |
| Ishares S & P 500 IndeK Fund BlackRock · ETF Index | $140K | 2.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $105K | 1.9% |
| Alger Small Cap Focus Z Fund Manager not matched · Mutual fund | $83K | 1.5% |
| Prin SmCap S&P 600 Index SA-R4 Principal · Insurance contract IndexRecordkeeper's own fund | $72K | 1.3% |
| Undisc Mgrs Behav Value R6 Fd JPMorgan · Mutual fund | $72K | 1.3% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $39K | 0.7% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $37K | 0.7% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.