Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
13 funds of $250K or more; 22 lines in all, holding $12.9M of the plan's $13.5M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 4 vintages | $8.2M | 63.3% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $561K | 4.3% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $558K | 4.3% |
| Invesco QQQ Trust Invesco · Collective trust | $394K | 3.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $391K | 3.0% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $362K | 2.8% |
| Money Market Fund Vanguard Vanguard · Money market | $337K | 2.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $302K | 2.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $272K | 2.1% |
| Primecap Odyssey Growth Fund Manager not matched · Mutual fund | $253K | 2.0% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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.