Filings through .
Filed October 2, 1997
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN CENTURY INVESTMENTS8 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 44-6006315 | Investment Management | $0 |
Filed as: BOSTON TRUST WALDEN INC. Service code 28 1 BEACON ST · BOSTON, MA 02108 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.11+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 · EIN 06-1194217 | Investment Management | $0 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT, L.P Service code 28 · EIN 13-4019460 | Investment Management | $0 |
JP MORGAN1 year Filed as: J.P. MORGAN INVESTMENT MANAGEMENT, Service code 28 · EIN 13-2624428 | Investment Management | $0 |
12 funds of $250K or more; 18 lines in all, holding $16.6M of the plan's $16.9M. From the 2025 filing. Recordkeeper: Charles Schwab.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $5.6M | 33.8% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 11.4% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 8.9% |
| JPMorgan Government Bond Fund Class R6 JPMorgan · Mutual fund | $1.4M | 8.2% |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 8.1% |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $1.3M | 8.1% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $662K | 4.0% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $576K | 3.5% |
| Boston Trust Walden Small Manager not matched · Other | $501K | 3.0% |
| Money market mutual fund Charles Schwab Bank Charles Schwab · Money market Recordkeeper's own fund | $464K | 2.8% |
Added 2 funds.
| Fund | Year-end value |
|---|---|
| AddedJPMorgan Government Bond Fund Class R6 | $1.4M |
| AddedVanguard Total International Bond Index Fund Admiral Shares | $438K |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.