Filings through .
Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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22 funds of $250K or more; 108 lines in all, holding $22.8M of the plan's $71.2M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares Core S&P Mid-Cap ETF BlackRock · ETF Index | $1.9M | 8.5% |
| iShares Core S&P Small-Cap ETF BlackRock · ETF Index | $1.3M | 5.8% |
| iShares Russell 2000 ETF BlackRock · ETF Index | $918K | 4.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $740K | 3.3% |
| Harding Loevner International Eq Inv Affiliated Managers Group · Other | $654K | 2.9% |
| Invesco Biotechnology & Genome ETF Invesco · ETF Index | $639K | 2.8% |
| Vanguard S&P 500 ETF Vanguard · ETF Index | $630K | 2.8% |
| T. Rowe Price Health Sciences Fund T. Rowe Price · Mutual fund | $623K | 2.7% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $596K | 2.6% |
| Baron Asset Retail Manager not matched · Other | $558K | 2.5% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.