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9 funds of $250K or more; 20 lines in all, holding $7.2M of the plan's $7.4M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Fidelity Freedom Index, mutual fund, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $5.9M | 81.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $439K | 6.1% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $184K | 2.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $164K | 2.3% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $103K | 1.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $99K | 1.4% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $91K | 1.3% |
| Identity Manager not matched · Other | $81K | 1.1% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $39K | 0.5% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $28K | 0.4% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.