Filings through .
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5 funds of $250K or more; 18 lines in all, holding $5.1M of the plan's $5.3M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Dimensional U.S. Core Equity 2 ETF Dimensional · ETF Index | $894K | 17.7% |
| Vanguard Total Bond Market Index Fund Vanguard · ETF Index | $702K | 13.9% |
| Vanguard Total International Bond Index Fund Vanguard · ETF Index | $625K | 12.4% |
| Dimensional International Core Equity 2 ETF Dimensional · ETF Index | $492K | 9.7% |
| iShares Edge MSCI USA Momentum Factor BlackRock · ETF Index | $425K | 8.4% |
| Avantis U.S. Large Cap Value ETF American Century · ETF Index | $228K | 4.5% |
| iShares Edge MSCI USA Quality Factor BlackRock · ETF Index | $225K | 4.4% |
| Avantis U.S. Small Cap Value ETF American Century · ETF Index | $220K | 4.4% |
| Ishares Edge MSCI Min Vol USA BlackRock · ETF Index | $218K | 4.3% |
| Dimensional Emerging Markets Core Equity 2 ETF Dimensional · ETF Index | $199K | 3.9% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.