Filings through .
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1 fund of $250K or more; 20 lines in all, holding $1.1M of the plan's $1.1M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $411K | 38.1% |
| Current Investments Vanguard Bond Index Fund Vanguard · Mutual fund Index | $175K | 16.2% |
| Vanguard Developed Markets Index Fund Vanguard · Mutual fund Index | $161K | 14.9% |
| Vanguard Emerging Markets Stock Index Fund Vanguard · Mutual fund | $84K | 7.8% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $72K | 6.6% |
| Vanguard Total International Bond Index Fund Vanguard · Mutual fund Index | $62K | 5.7% |
| Vanguard Real Estate Index Fund Vanguard · Mutual fund Index | $44K | 4.1% |
| Vanguard Information Technology Index Fund Vanguard · Mutual fund Index | $34K | 3.2% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $10K | 0.9% |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Vanguard · Mutual fund Index | $8K | 0.8% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.