Filings through .
Filed February 25, 2014 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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3 funds of $250K or more; 15 lines in all, holding $2.7M of the plan's $2.7M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 96% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $2.6M | 96.1% |
| Vanguard Institutional Index Fund Institutional Plus Shares Vanguard · Mutual fund Index | $46K | 1.7% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund Index | $18K | 0.7% |
| Vanguard Extended Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $8K | 0.3% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Mutual fund | $7K | 0.3% |
| Harbor Capital Appreciatn Inst Harbor Capital · Mutual fund | $7K | 0.2% |
| Nuveen Large Cap Responsible Equity Fund Class R6 TIAA (Nuveen) · Mutual fund | $5K | 0.2% |
| JPMorgan Mid Cap Value Fund Class R6 JPMorgan · Mutual fund | $3K | 0.1% |
| Tiaa Traditional Non Benefit Responsive 2 TIAA (Nuveen) · Insurance contract | $3K | <0.1% |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund-I Class T. Rowe Price · Mutual fund | $2K | <0.1% |
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.
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.