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5 funds of $250K or more; 25 lines in all, holding $5.6M of the plan's $5.6M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 26% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $1.4M | 25.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.2M | 21.2% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $991K | 17.7% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · ETF IndexRecordkeeper's own fund | $935K | 16.7% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $255K | 4.6% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $233K | 4.2% |
| PIMCO International Bond USD Hedged PIMCO (Allianz) · Mutual fund | $117K | 2.1% |
| TWC MetWest Total Return Bond Plan TCW · Mutual fund | $73K | 1.3% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $70K | 1.3% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $67K | 1.2% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)