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7 funds of $250K or more; 18 lines in all, holding $5.1M of the plan's $5.2M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $2.5M | 50.4% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $701K | 13.9% |
| Fully benefit-responsive investment contract: Reliance Trust Stable Value Fund Manager not matched · Insurance contract | $300K | 5.9% |
| Vanguard Value Index Fund Admiral Shrs Vanguard · Mutual fund Index | $264K | 5.2% |
| Vanguard Growth Index Fund Adm Shrs Vanguard · Mutual fund Index | $235K | 4.6% |
| Vanguard High-Yield Corporate Fund Investor Shares Vanguard · Mutual fund | $230K | 4.6% |
| iShares Mscu EAFE International Index Fund BlackRock · ETF Index | $187K | 3.7% |
| Vanguard Small Cap Index Fd Adm Shrs Vanguard · Mutual fund Index | $116K | 2.3% |
| iShares Russell Mid-Cap Index Fund Cls K BlackRock · ETF Index | $93K | 1.8% |
| DFA Inflation-Protected Institutional Cls Dimensional · Mutual fund | $81K | 1.6% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.