Filings through .
Filed December 16, 2013
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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14 funds of $250K or more; 78 lines in all, holding $15.3M of the plan's $15.4M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $8.2M | 54.0% |
| Invesco Main Street Fund Class A Invesco · Mutual fund Possible retail class A | $1.2M | 7.9% |
| Vanguard Tgt Retirem'T Income Vanguard · Mutual fund | $639K | 4.2% |
| Guaranteed Investment Contract Voya Fixed Account Voya · Insurance contract | $531K | 3.5% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $491K | 3.2% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $396K | 2.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $279K | 1.8% |
| T. Rowe Price Small Cap Growth Portfolio T. Rowe Price · Insurance contract | $238K | 1.6% |
| American Funds Growth Fund Capital Group · Insurance contract | $212K | 1.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $192K | 1.3% |
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.
Annual investment return 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.