Filings through .
Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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35 funds of $250K or more; 28 lines in all, holding $148M of the plan's $150M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $31.9M | 21.5% |
| Vanguard Balanced Index Fund Institutional Shares Vanguard · Mutual fund Index | $20.4M | 13.8% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $15.1M | 10.2% |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market | $11.3M | 7.6% |
| Vanguard Total Stock Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $8.8M | 5.9% |
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund | $6.7M | 4.5% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $6.5M | 4.4% |
| Vanguard Capital Opportunity Fund Admiral Shares Vanguard · Mutual fund | $6.4M | 4.3% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.8M | 3.2% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.5M | 3.1% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.