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| Provider | Service type | Compensation |
|---|---|---|
OLD NATIONAL TRUST COMPANY11+ years Service code 21 · EIN 35-0525700 P.O. BOX 2329 · BLOOMINGTON, IN 474022329 | Bank Trustee | $0 |
5 funds of $250K or more; 23 lines in all, holding $7.6M of the plan's $13.0M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard S&P 500 ETF Vanguard · ETF Index | $2.6M | 34.9% |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF State Street (SSgA) · ETF Index | $1.4M | 18.4% |
| SPDR Portfolio S&P 500 Vale ETF State Street (SSgA) · ETF Index | $1.2M | 15.6% |
| Vanguard Ftse Developed Markets ETF Vanguard · ETF Index | $727K | 9.6% |
| Schwab U.S. Small-Cap ETF Charles Schwab · ETF Index | $369K | 4.9% |
| Vanguard Small Cap Growth ETF Vanguard · ETF | $113K | 1.5% |
| Vanguard Small-Cap Value Index Fund Vanguard · ETF | $110K | 1.5% |
| Vanguard Mid-Cap Growth ETF Vanguard · ETF Index | $97K | 1.3% |
| Vanguard Mid-Cap Value Index Fund Vanguard · ETF | $95K | 1.2% |
| Nextera Energy capital Manager not matched · Other | $90K | 1.2% |
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.