Filings through .
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1 fund of $250K or more; 18 lines in all, holding $1.6M of the plan's $1.6M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Vanguard Target Retirement, mutual fund, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $591K | 37.6% |
| Victoryshares Short Term Bond ETF Manager not matched · ETF | $316K | 20.1% |
| Vanguard S&P 500 ETF Vanguard · ETF Index | $208K | 13.2% |
| Invesco Bulletshares 2025 Invesco · Mutual fund | $205K | 13.0% |
| iShares Russell BlackRock · ETF Index | $95K | 6.0% |
| iShares MSCI International BlackRock · ETF | $77K | 4.9% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 1 vintage | $36K | 2.3% |
| Fidelity Large Cap Growth Inx Instl Prm Fidelity (FMR) · Mutual fund | $8K | 0.5% |
| Fidelity U.S. Bond Index Fund (Instl Premium) Fidelity (FMR) · Mutual fund Index | $8K | 0.5% |
| International Large Cap Growth Portfolio Institutional Class Dimensional · Mutual fund | $6K | 0.4% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.