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2 funds of $250K or more; 21 lines in all, holding $2.1M of the plan's $2.2M. From the 2024 filing. Recordkeeper: SEI.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Balanced Index Fund Vanguard · Mutual fund Index | $425K | 19.9% |
| American Balanced Fund Manager not matched · Mutual fund | $424K | 19.9% |
| Dodge & Cox Balanced Fund Dodge & Cox · Mutual fund | $210K | 9.8% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $140K | 6.5% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $131K | 6.1% |
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $83K | 3.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $83K | 3.9% |
| Vanguard Small-Cap Growth Index Fund Vanguard · Mutual fund Index | $77K | 3.6% |
| Vanguard Mid-Cap Growth Index Fund/Open-end Vanguard · Mutual fund Index | $75K | 3.5% |
| Vanguard Small-Cap Value Index Fund Vanguard · Mutual fund Index | $74K | 3.5% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Gary D. Dickson, FSA Jhbenefits, Ltd. Schedule SB | Schedule SB | Pro |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.