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3 funds of $250K or more; 23 lines in all, holding $3.1M of the plan's $3.2M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $478K | 15.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $339K | 11.0% |
| Vanguard Windsor Fund Admiral Shares Vanguard · Mutual fund | $314K | 10.2% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $224K | 7.3% |
| Nyli Winslow Large Cap Growth Fund Class I TIAA (Nuveen) · Mutual fund | $201K | 6.5% |
| Janus Henderson Overseas Fund Class N Janus Henderson · Mutual fund | $183K | 5.9% |
| Tweedy, Browne International Value Fund Affiliated Managers Group · Mutual fund | $181K | 5.9% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $177K | 5.7% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $165K | 5.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $102K | 3.3% |
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.)