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5 funds of $250K or more; 18 lines in all, holding $3.2M of the plan's $3.3M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Fidelity Freedom Index, mutual fund, 30% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $954K | 30.0% |
| State ST Equity 500 Index K State Street (SSgA) · Mutual fund Index | $336K | 10.6% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-I Class T. Rowe Price · Mutual fund | $323K | 10.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $295K | 9.3% |
| Invesco Stable Asset - Adpz Invesco · Stable value Stable value | $281K | 8.8% |
| T. Rowe Price Overseas Stock Fund T. Rowe Price · Mutual fund | $268K | 8.4% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund | $201K | 6.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $132K | 4.2% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $107K | 3.4% |
| Nuveen Small Cap Blend Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $70K | 2.2% |
Covers 70,940 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.
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.
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.