Filings through .
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13 funds of $250K or more; 25 lines in all, holding $12.2M of the plan's $14.1M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Large Cap Equity Index Fund Manager not matched · Mutual fund Index | $1.9M | 15.8% |
| 2050 Retirement Date R2 Manager not matched · Mutual fund Possible retail class R2 | $1.7M | 13.9% |
| 2040 Retirement Date Fund R2 Manager not matched · Mutual fund Possible retail class R2 | $1.5M | 12.1% |
| 2055 Retirement Date R2 Manager not matched · Mutual fund Possible retail class R2 | $848K | 7.0% |
| 2030 Retirement Date Fund R2 Manager not matched · Mutual fund Possible retail class R2 | $684K | 5.6% |
| Bond Core Plus Fund R2 Manager not matched · Mutual fund Possible retail class R2 | $676K | 5.5% |
| Small-Mid Cap Index Equity Manager not matched · Mutual fund Index | $632K | 5.2% |
| All Cap Index Equity Fund Manager not matched · Mutual fund Index | $563K | 4.6% |
| International Index Equity Fund R2 Manager not matched · Mutual fund IndexPossible retail class R2 | $546K | 4.5% |
| Moderate Risk R2 Manager not matched · Mutual fund Possible retail class R2 | $533K | 4.4% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.