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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST CITIZENS INVESTOR SVC Service code 15 100 E TRYON · RALEIGH, NC 27603 | Recordkeeping | $175,931 |
16 funds of $250K or more; 15 lines in all, holding $24.0M of the plan's $26.7M. From the 2025 filing. Recordkeeper: First Citizens Bank & Trust.
Target-date series: Vanguard Target Retirement, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 6 vintages | $13.5M | 56.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.5M | 10.5% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $1.8M | 7.6% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 5.0% |
| Hood River Small-Cap Growth Ret Hood River · Other | $895K | 3.7% |
| BlackRock Mid-Cap Growth Equity Portfolio K Bmgkx BlackRock · Mutual fund | $887K | 3.7% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $870K | 3.6% |
| Columbia Dividend Income Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $827K | 3.4% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $776K | 3.2% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $262K | 1.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
The auditor signed off without reservation. This is the cleanest opinion.