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3 funds of $250K or more; 36 lines in all, holding $2.9M of the plan's $3.6M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $1.7M | 57.8% |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market | $179K | 6.1% |
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund | $127K | 4.4% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $118K | 4.0% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $116K | 4.0% |
| Vanguard Growth and Income Fund Admiral Shares Vanguard · Mutual fund | $104K | 3.6% |
| Contributions Receivable Manager not matched · Other | $72K | 2.5% |
| Columbia Large Cap Growth Opportunity Adv Ameriprise (Columbia Threadneedle) · Mutual fund | $57K | 1.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $54K | 1.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $51K | 1.7% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.