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8 funds of $250K or more; 20 lines in all, holding $8.6M of the plan's $8.8M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 88% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $7.6M | 88.3% |
| Vanguard Large-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $218K | 2.5% |
| JPMorgan U.S. Large Cap Core Plus Fund Class R6 JPMorgan · Mutual fund Possible retail class A | $145K | 1.7% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund Possible retail class ARecordkeeper's own fund | $131K | 1.5% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund Possible retail class A | $79K | 0.9% |
| Vanguard Ftse All-World ex-US Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $74K | 0.9% |
| Vanguard Cash Reserves Fed MMrkt Adm Vanguard · Money market Recordkeeper's own fund | $58K | 0.7% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $46K | 0.5% |
| Parnassus Mid Cap Fund Institutional Shares Affiliated Managers Group · Mutual fund Possible retail class A | $45K | 0.5% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund Possible retail class A | $40K | 0.5% |
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.
The auditor signed off without reservation. This is the cleanest opinion.