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10 funds hold $18.0M of the plan's $38.3M. From the 2024 filing. Recordkeeper: Ascensus.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.9M | 21.4% |
| DFA World U.S. Core Equity Fund Dimensional · Mutual fund | $3.0M | 16.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.8M | 15.8% |
| DFA US High Relative Profit Dimensional · Mutual fund | $1.8M | 10.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 9.0% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 8.6% |
| U.S. Small Cap Portfolio Dimensional · Mutual fund | $1.3M | 7.4% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 5.7% |
| U.S. Small Cap Value Portfolio Dimensional · Mutual fund | $716K | 4.0% |
| Vanguard REIT Index Admiral Vanguard · Mutual fund Index | $263K | 1.5% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.