| T. Rowe Price Retirement 2030 R Mutual Funds | — | — | $162K | $4.2M | 13.1% |
| T. Rowe Price Retirement 2035 R Mutual Funds | — | — | $191K | $4.0M | 12.7% |
| T. Rowe Price Retirement 2025 R Mutual Funds | — | — | $226K | $3.7M | 11.8% |
| Fidelity 500 Index Fund Mutual Funds | — | — | $15K | $3.0M | 9.4% |
| T. Rowe Price Retirement 2040 R Mutual Funds | — | — | $96K | $2.9M | 9.2% |
| T. Rowe Price Retirement 2050 R Mutual Funds | — | — | $78K | $1.5M | 4.6% |
| T. Rowe Price Retirement 2020 R Mutual Funds | — | — | $68K | $1.3M | 4.0% |
| Fidelity Government Money Market K6 Money Market | — | — | $1.2M | $1.2M | 3.8% |
| T. Rowe Price Retirement 2045 R Mutual Funds | — | — | $52K | $1.2M | 3.6% |
| T. Rowe Price Retirement 2055 R Mutual Funds | — | — | $42K | $833K | 2.6% |
| T. Rowe Price Retirement 2060 R Mutual Funds | — | — | $50K | $824K | 2.6% |
| T. Rowe Price Science and Technology Fund Mutual Funds | — | — | $16K | $806K | 2.5% |
| American Funds Growth Fund of Amer R5 Mutual Funds | — | — | $6K | $456K | 1.4% |
| Harbor Capital Appreciation Instl Mutual Funds | — | — | $4K | $448K | 1.4% |
| Fidelity Mid Cap Index Premium Mutual Funds | — | — | $12K | $421K | 1.3% |
| First Eagle Gold I Mutual Funds | — | — | $16K | $412K | 1.3% |
| Fidelity Advisor Total Bond I Mutual Funds | — | — | $22K | $207K | 0.7% |
| Fidelity Advisor New Insights I Mutual Funds | — | — | $5K | $205K | 0.6% |
| MS Institutional Fund, Inc. Gbl Opp. Portfolio Class I Mutual Funds | — | — | $5K | $175K | 0.6% |
| Fidelity Advisor Worldwide I Mutual Funds | — | — | $5K | $174K | 0.5% |
| Parametric Commodity Strategy Mutual Funds | — | — | $24K | $148K | 0.5% |
| Fidelity Advisor Equity Value I Mutual Funds | — | — | $6K | $135K | 0.4% |
| Fidelity Advisor Large Cap I Mutual Funds | — | — | $3K | $129K | 0.4% |
| Calvert Ultra-Short Duration Income Fund Class I Mutual Funds | — | — | $12K | $121K | 0.4% |
| T. Rowe Price Retirement 2005 R Mutual Funds | — | — | $10K | $119K | 0.4% |
| T. Rowe Price Retirement 2015 R Mutual Funds | — | — | $9K | $117K | 0.4% |
| Fidelity Advisor Biotechnology I Mutual Funds | — | — | $4K | $112K | 0.4% |
| Janus Henderson Enterprise I Mutual Funds 739 | — | — | — | $105K | 0.3% |
| American Beacon Small Cap Value Y Mutual Funds | — | — | $4K | $97K | 0.3% |
| PIMCO Income Fund Institutional Class Mutual Funds | — | — | $9K | $93K | 0.3% |
| Victory Sycamore Established Value Fund Class I Mutual Funds | — | — | $2K | $90K | 0.3% |
| Hotchkis & Wiley Value Opportunities I Mutual Funds | — | — | $2K | $88K | 0.3% |
| Fidelity Inflation Protected Bond Index Mutual Funds | — | — | $10K | $87K | 0.3% |
| Dodge & Cox Stock I Mutual Funds 319 | — | — | — | $82K | 0.3% |
| Fidelity Small Cap Index Premium Mutual Funds | — | — | $3K | $80K | 0.3% |
| Virtus KAR Small-Cap Growth Fund Class I Mutual Funds | — | — | $2K | $76K | 0.2% |
| T. Rowe Price Retirement 2010 R Mutual Funds | — | — | $5K | $75K | 0.2% |
| Carillon Eagle Mid Cap Growth I Mutual Funds 962 | — | — | — | $74K | 0.2% |
| Fidelity Advisor Small Cap Growth I Mutual Funds | — | — | $2K | $73K | 0.2% |
| Cohen & Steers Real Estate Securities I Mutual Funds | — | — | $4K | $72K | 0.2% |
| Virtus RS Small Cap Growth Y Fund Mutual Funds 996 | — | — | — | $63K | 0.2% |
| Hartford Core Equity R5 Mutual Funds | — | — | $1K | $61K | 0.2% |
| Fidelity Advisor Mid Cap II Fund Class A Mutual Funds | — | — | $2K | $60K | 0.2% |
| Virtus AlphaSimplex Mgd Futs Strat I Mutual Funds | — | — | $6K | $56K | 0.2% |
| PIMCO StockPLUS Small IS Mutual Funds | — | — | $6K | $46K | 0.1% |
| Fidelity Advisor Corporate Bond I Mutual Funds | — | — | $4K | $40K | 0.1% |
| PIMCO Investment Grade Credit Bond Instl Mutual Funds | — | — | $4K | $36K | 0.1% |
| Putnam Sustainable Future Fund Class Y Mutual Funds | — | — | $2K | $33K | 0.1% |
| ClearBridge Mid Cap Fund Mutual Funds 749 | — | — | — | $30K | <0.1% |
| DoubleLine Total Return Bond I Mutual Funds | — | — | $3K | $24K | <0.1% |
| Calvert Small-Cap I Mutual Funds 617 | — | — | — | $23K | <0.1% |
| Royce Small-Cap Opportunity Invmt Mutual Funds 644 | — | — | — | $10K | <0.1% |
| Columbia Mid Cap Index Mutual Funds 537 | — | — | — | $8K | <0.1% |
| Fidelity Advisor Mid Cap Growth I Mutual Funds 284 | — | — | — | $7K | <0.1% |
| First Eagle Global R6 Mutual Funds 59 | — | — | — | $4K | <0.1% |
