Filings through .
Filed December 15, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $246,454 |
SS&C1+ years Service code 49 · EIN 04-3157927 | Other Services | $0 |
23 funds of $250K or more; 32 lines in all, holding $954M of the plan's $1.00B. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: SSgA Target Retirement, collective trust, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Collective trust Target-date, 10 vintages | $506M | 53.0% |
| Common/Colle ctive Trusts Fidelity Growth Company Commingled Pool Class O Fidelity (FMR) · Collective trust Recordkeeper's own fund | $147M | 15.4% |
| Spartan 500 Index Pool F Fund Fidelity (FMR) · Collective trust IndexRecordkeeper's own fund | $106M | 11.2% |
| Spartan Extended Market Index Pool Class F Fidelity (FMR) · Collective trust IndexRecordkeeper's own fund | $41.3M | 4.3% |
| MFS Large Cap Value CL 5 MFS (Sun Life) · Collective trust | $27.8M | 2.9% |
| State Street T arget Retirement Income Fund - Class IV State Street (SSgA) · Collective trust | $23.9M | 2.5% |
| Government Portfolio Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $20.5M | 2.2% |
| Harding Loevner International Equity Institutional - Class M Affiliated Managers Group · Collective trust | $17.4M | 1.8% |
| Blackrock T otal Return Bond Fund L BlackRock · Collective trust | $14.8M | 1.6% |
| Galliard Stable Return Fund X Allspring · Collective trust | $13.6M | 1.4% |
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.