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6 funds of $250K or more; 31 lines in all, holding $4.7M of the plan's $5.0M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 25.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $818K | 17.4% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $724K | 15.4% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $334K | 7.1% |
| Dodge & Cox Stock Fund Class I Dodge & Cox · Mutual fund | $303K | 6.5% |
| Madison Mid Cap Fund Mid Cap Fund Class R6 Manager not matched · Mutual fund | $266K | 5.7% |
| Lord Abbett Short Duration Income Fund Class R6 Lord Abbett · Mutual fund | $224K | 4.8% |
| Vanguard High-Yield Corporate Adm Sh Vanguard · Mutual fund | $108K | 2.3% |
| Goldman Sachs International Equity Insights Fund Institutional Goldman Sachs · Mutual fund | $104K | 2.2% |
| Fam Small Cap Institutional Fund Manager not matched · Mutual fund | $102K | 2.2% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)