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21 funds of $250K or more; 28 lines in all, holding $15.6M of the plan's $15.5M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $6.4M | 40.9% |
| Vanguard Total Stock Market Index Fund Vanguard · ETF Index | $1.3M | 8.1% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $742K | 4.8% |
| Vanguard Growth ETF Vanguard · ETF | $660K | 4.2% |
| Nicholas Equity Income Fund INC Class I Manager not matched · Mutual fund | $628K | 4.0% |
| Vanguard Short-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $538K | 3.5% |
| William Blair Small-Mid Cap Growth Fund Class R6 William Blair · Mutual fund | $526K | 3.4% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $513K | 3.3% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $485K | 3.1% |
| Jensen Quality Growth CIF R3 Jensen · Collective trust | $465K | 3.0% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.