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10 funds of $250K or more; 15 lines in all, holding $22.7M of the plan's $27.2M. From the 2024 filing. Recordkeeper: Charles Schwab.
Target-date series: Vanguard Target Retirement, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Energy Opportunities Fund Admiral Shares Vanguard · Mutual fund | $6.5M | 28.5% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $5.8M | 25.8% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $5.8M | 25.5% |
| Vanguard Long-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $2.6M | 11.5% |
| Vanguard LifeStrategy Growth Fund Class I Vanguard · Mutual fund | $908K | 4.0% |
| through 2029, secured participant account balances Manager not matched · Other | $356K | 1.6% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $183K | 0.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $157K | 0.7% |
| Vanguard Global Capital Cycles Fund Investor Shares Vanguard · Mutual fund | $122K | 0.5% |
| Vanguard Strategic Small-Cap Equity Fund Investor Shares Vanguard · Mutual fund | $121K | 0.5% |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.