Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 03-0271340 | Loan Processing | $2,250 |
9 funds of $250K or more; 10 lines in all, holding $31.8M of the plan's $44.4M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $7.0M | 22.1% |
| Growth Fund OF America Capital Group · Mutual fund | $6.7M | 21.1% |
| American Balanced Fund Capital Group · Mutual fund | $5.8M | 18.2% |
| Fidelity Money Market Fund Fidelity (FMR) · Money market | $3.9M | 12.1% |
| T. Rowe Price Equity Income Fund T. Rowe Price · Mutual fund | $2.7M | 8.4% |
| Eupac Fund Capital Group · Mutual fund | $1.9M | 6.0% |
| Royce Premier Investment Fund Franklin Templeton · Mutual fund | $1.7M | 5.4% |
| Dodge & Cox Balanced Fund Dodge & Cox · Mutual fund | $1.2M | 3.9% |
| Vanguard Short-Term Bond Index Fund Vanguard · Mutual fund Index | $536K | 1.7% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 7 vintages | $352K | 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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.