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10 funds of $250K or more; 17 lines in all, holding $7.9M of the plan's $8.1M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $5.5M | 69.6% |
| Focus Fund Retail Manager not matched · Mutual fund | $733K | 9.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $716K | 9.0% |
| Delaware Ivy Large Cap Growth Macquarie / Nomura · Other | $257K | 3.2% |
| Vanguard Global Equity Fund Investor Shares Vanguard · Mutual fund | $159K | 2.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $137K | 1.7% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $124K | 1.6% |
| Vanguard Dividend Appreciation Index Fund Admiral Shares Vanguard · Mutual fund Index | $116K | 1.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $62K | 0.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $52K | 0.7% |
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 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.