Filings through .
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2 funds of $250K or more; 24 lines in all, holding $3.4M of the plan's $3.6M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: American Funds Target Date, mutual fund, 1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Amerfds 2025 Targ Date RET-R3 Manager not matched · Other | $714K | 20.8% |
| Amerfds 2030 Targ Date RET-R3 Manager not matched · Other | $395K | 11.5% |
| Amerfds 2040 Targ Date RET-R3 Manager not matched · Other | $245K | 7.1% |
| Alger Capital Appr Instit - I Manager not matched · Other | $216K | 6.3% |
| Amerfds 2045 Targ Date RET-R3 Manager not matched · Other | $209K | 6.1% |
| Amerfds 2035 Targ Date RET-R3 Manager not matched · Other | $198K | 5.8% |
| Amerfds 2050 Targ Date RET-R3 Manager not matched · Other | $167K | 4.9% |
| JPMorgan Equity Income Fund Class A JPMorgan · Mutual fund Possible retail class A | $163K | 4.7% |
| Amerfds 2055 Targ Date RET-R3 Manager not matched · Other | $153K | 4.4% |
| Victory Sycamore Established Value Fund Class A Victory Capital · Mutual fund Possible retail class A | $131K | 3.8% |
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.
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 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).