Filings through .
Filed November 21, 2019
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $83,899 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $36,786 |
30 funds of $250K or more; 24 lines in all, holding $136M of the plan's $136M. From the 2024 filing. Recordkeeper: Newport Group.
Target-date series: American Funds Target Date, mutual fund, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $50.5M | 37.2% |
| Registered Vanguard Inst Index Fund Vanguard · Mutual fund Index | $21.7M | 16.0% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price Growth Stock Fund-I Class T. Rowe Price · Mutual fund | $16.1M | 11.9% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $13.7M | 10.1% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $6.4M | 4.7% |
| Small CAP Value Fund R6 Class American Century · Mutual fund | $5.6M | 4.2% |
| Allspring Special Mid Cap Value Fund Class R6 Allspring · Mutual fund | $3.0M | 2.2% |
| Allspring Core Bond Fund Class R6 Allspring · Mutual fund | $3.0M | 2.2% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $2.8M | 2.0% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.1M | 1.6% |
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.
The auditor signed off without reservation. This is the cleanest opinion.