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6 funds of $250K or more; 17 lines in all, holding $4.3M of the plan's $4.3M. From the 2024 filing. Recordkeeper: OneAmerica.
Target-date series: Nuveen Lifecycle Index, other, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Separate account Target-date, 10 vintages | $2.6M | 60.7% |
| Pioneer Bond Fund Victory Capital · Separate account | $452K | 10.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $299K | 7.0% |
| Guaranteed return accounts: AUL Fixed Account Manager not matched · Insurance contract | $252K | 5.9% |
| American Balanced Fund Class R-6 Capital Group · Separate account | $245K | 5.7% |
| Eupac Fund Class R-6 Capital Group · Separate account | $120K | 2.8% |
| NEW Perspective Fund Class R-6 Capital Group · Separate account | $61K | 1.4% |
| Fidelity International Index Fund Fidelity (FMR) · Separate account Index | $61K | 1.4% |
| e) Current Pooled Manager not matched · Other | $42K | 1.0% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Separate account Index | $39K | 0.9% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)