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51 funds of $250K or more; 166 lines in all, holding $59.2M of the plan's $68.3M. From the 2024 filing. Recordkeeper: OneAmerica.
Target-date series: Vanguard Target Retirement, mutual fund, 6% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| AB Large Cap Value Fund Adv AllianceBernstein · Mutual fund | $4.0M | 6.7% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $3.3M | 5.6% |
| AB Wealth Appreciation Strategy Class I AllianceBernstein · Mutual fund | $3.0M | 5.0% |
| Schwab US Broad Market Charles Schwab · Other | $3.0M | 5.0% |
| Akre Focus Institutional Manager not matched · Mutual fund | $2.7M | 4.5% |
| Vanguard Large-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.6M | 4.5% |
| AB Large CAP Growth Fund INC Class I AllianceBernstein · Mutual fund | $2.3M | 3.9% |
| Golub Capital Partners International 12, LP Manager not matched · Other | $2.3M | 3.9% |
| AUL Stable Value Account Series A Manager not matched · Insurance contract | $2.3M | 3.9% |
| Vanguard Total Stock Market ETF Vanguard · ETF Index | $1.9M | 3.2% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.