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10 funds of $250K or more; 19 lines in all, holding $21.0M of the plan's $21.1M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 93% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $19.5M | 93.0% |
| John Hancock U.S. Growth Fund John Hancock (Manulife) · Mutual fund | $487K | 2.3% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $256K | 1.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $157K | 0.7% |
| Vanguard Mid-Cap Growth ETF Vanguard · ETF Index | $153K | 0.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $139K | 0.7% |
| Vanguard Mid-Cap Value Index Fund Investor Shares Vanguard · ETF Index | $79K | 0.4% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Mutual fund Index | $76K | 0.4% |
| Nuveen Small Cap Blend Index Fund TIAA (Nuveen) · Mutual fund Index | $63K | 0.3% |
| Vanguard Short-Term Federal Fund Investor Shares Vanguard · Mutual fund | $16K | <0.1% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedJohn Hancock U.S. Growth Fund | $487K |
| DroppedJohn Hancock Life Ins CO OF New York | $356K |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.