Filings through .
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11 funds hold $685K of the plan's $806K. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 94% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $642K | 93.7% |
| Vanguard S&P 500 ETF Vanguard · ETF Index | $13K | 1.8% |
| Vanguard Growth Index ETF Vanguard · ETF Index | $12K | 1.7% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · ETF Index | $6K | 0.9% |
| Vanguard Information Tech Index ETF Vanguard · ETF Index | $5K | 0.7% |
| Vanguard Total World Stock Market ETF Vanguard · ETF Index | $2K | 0.3% |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market | $2K | 0.2% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · ETF Index | $1K | 0.2% |
| Vanguard Value ETF Index Vanguard · ETF Index | $1K | 0.2% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $924 | 0.1% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.