Filings through .
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12 funds of $250K or more; 18 lines in all, holding $7.3M of the plan's $7.4M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: Vanguard Target Retirement, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $3.2M | 44.5% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 18.2% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $520K | 7.1% |
| iShares Russell Mid-Cap Index Fund Class K BlackRock · ETF Index | $518K | 7.1% |
| Fidelity Total Bond K6 Fund Fidelity (FMR) · Mutual fund | $492K | 6.7% |
| American Mutual Fund R6 Manager not matched · Mutual fund | $355K | 4.9% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $281K | 3.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $159K | 2.2% |
| Fidelity Small Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $109K | 1.5% |
| Schwab Small-Cap Index Fund Charles Schwab · Mutual fund Index | $106K | 1.5% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.