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2 funds of $250K or more; 20 lines in all, holding $2.9M of the plan's $3.4M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: MFS Lifetime, mutual fund, 14% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Invesco Stable Value Trust V Invesco · Stable value Stable value | $478K | 16.4% |
| MFS Lifetime MFS (Sun Life) · Mutual fund Target-date, 4 vintages | $420K | 14.4% |
| American Funds American Mutual R2 Capital Group · Mutual fund Possible retail class R2 | $400K | 13.7% |
| Macquarie Science AND Technology Inst Macquarie / Nomura · Other | $218K | 7.5% |
| MFS Aggressive Growth Allocation Fund R1 MFS (Sun Life) · Mutual fund Possible retail class R1 | $217K | 7.4% |
| American Funds Capital World G/I R2 Capital Group · Mutual fund Possible retail class R2 | $203K | 7.0% |
| MFS Conservative Allocation Fund R1 MFS (Sun Life) · Mutual fund Possible retail class R1 | $186K | 6.4% |
| Franklin High Income Fund Class A Franklin Templeton · Mutual fund Possible retail class A | $149K | 5.1% |
| MFS Global Total Return Fund R1 MFS (Sun Life) · Mutual fund Possible retail class R1 | $123K | 4.2% |
| NEW Perspective Fund Class R-2 Capital Group · Mutual fund Possible retail class R2 | $101K | 3.5% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).