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20 funds of $250K or more; 17 lines in all, holding $35.5M of the plan's $35.9M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $25.9M | 72.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.8M | 8.0% |
| Morley Capital Management Stable Value Fund Principal · Insurance contract | $1.7M | 4.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.4M | 4.0% |
| Dodge & Cox Dodge & Cox · Mutual fund | $947K | 2.7% |
| Small Cap Institutional Manager not matched · Other | $563K | 1.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $423K | 1.2% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $352K | 1.0% |
| D E Identification Manager not matched · Other | $319K | 0.9% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $304K | 0.9% |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.