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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,769,465 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $455,965 |
CHARLES SCHWAB & CO., INC.2 years Service code 99 | Other Fees | $0 |
21 funds of $250K or more; 11 lines in all, holding $5.40B of the plan's $5.46B. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, collective trust, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional 500 Index Trust A Vanguard · Collective trust IndexRecordkeeper's own fund | $2.02B | 37.4% |
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $1.72B | 31.9% |
| Vanguard Institutional Extended Market Index Trust A Vanguard · Collective trust IndexRecordkeeper's own fund | $368M | 6.8% |
| Vanguard Developed Markets Index Trust A Vanguard · Collective trust IndexRecordkeeper's own fund | $335M | 6.2% |
| Vanguard Institutional Total Bond Market Index Trust A Vanguard · Collective trust IndexRecordkeeper's own fund | $277M | 5.1% |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market Recordkeeper's own fund | $231M | 4.3% |
| Vanguard Retirement Savings Trust III Vanguard · Stable value Stable valueRecordkeeper's own fund | $120M | 2.2% |
| Vanguard Emerging Markets Stock Index Fund Institutional Plus Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $115M | 2.1% |
| Vanguard Total World Stock Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $94.2M | 1.7% |
| Fidelity Intermediate Treas Fidelity (FMR) · Mutual fund | $79.9M | 1.5% |
Added 2 funds, dropped 2 funds. Changed share class on 3 funds.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard Institutional 500 Index Trust to Vanguard Institutional 500 Index Trust A | $1.87B to $2.02B |
| Share class changeVanguard Institutional Extended Market Index Trust to Vanguard Institutional Extended Market Index Trust A | $360M to $368M |
| Share class changeVanguard Institutional Total Bond Market Index Trust to Vanguard Institutional Total Bond Market Index Trust A | $258M to $277M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.