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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 22-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 194822900 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 22-2811930 P.O. BOX 2900 · VALLEY FORGE, PA 194822900 | Advisory (Participants) | $0 |
33 funds of $250K or more; 24 lines in all, holding $122M of the plan's $125M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 18% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $21.9M | 17.9% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $16.5M | 13.5% |
| date, rate of interest, collateral, par, or Vanguard Cash Reserves Federal MM Fund Admiral Shares Vanguard · Money market Recordkeeper's own fund | $12.4M | 10.2% |
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $12.2M | 10.0% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $12.0M | 9.9% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $8.8M | 7.2% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $6.0M | 4.9% |
| Vanguard Primecap Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $5.5M | 4.5% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $4.6M | 3.8% |
| Vanguard Wellesley Income Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $4.0M | 3.3% |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.