Filings through .
Filed January 21, 2020
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18 funds of $250K or more; 13 lines in all, holding $32.4M of the plan's $39.7M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 10% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price · Mutual fund | $6.3M | 19.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.6M | 14.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.1M | 12.6% |
| T. Rowe Price Capital Appreciation Fund T. Rowe Price · Mutual fund | $3.7M | 11.4% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $3.2M | 9.8% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.9M | 9.0% |
| Vanguard International Value Fund Investor Shares Vanguard · Mutual fund | $2.4M | 7.3% |
| interest, collateral or cost Money Market Mutual Funds: Federated Government Obligations Fund Federated Hermes · Money market | $1.6M | 5.0% |
| Baird Short-Term Bond Fund Institutional Baird · Mutual fund | $1.0M | 3.2% |
| Vanguard Gnma Fund Admiral Shares Vanguard · Mutual fund | $1000K | 3.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.