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12 funds hold $534K of the plan's $543K. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: SSgA Target Retirement, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 9 vintages | $412K | 77.1% |
| State Street Equity 500 Index Fund State Street (SSgA) · Mutual fund Index | $34K | 6.4% |
| Vanguard Value Index Fund Investor Shares Vanguard · Mutual fund Index | $21K | 3.9% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $20K | 3.7% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $13K | 2.5% |
| Vanguard Balanced Index Fund Investor Shares Vanguard · Mutual fund Index | $10K | 1.9% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $9K | 1.7% |
| Vanguard Small-Cap Value Index Fund Investor Shares Vanguard · Mutual fund Index | $6K | 1.1% |
| S&P 500 Index Account TIAA (Nuveen) · Mutual fund Index | $6K | 1.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1K | 0.3% |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.