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6 funds of $250K or more; 17 lines in all, holding $5.1M of the plan's $7.3M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $3.6M | 69.2% |
| Insurance Contract - Policy Number Manager not matched · Insurance contract | $991K | 19.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $124K | 2.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $71K | 1.4% |
| e) Certified Investments Vanguard Federal Money Ma Vanguard · Mutual fund | $47K | 0.9% |
| BlackRock Advantage Small Cap Core Fund Class K BlackRock · Mutual fund | $43K | 0.8% |
| Hartford Schroders US MidCap Opportunities Fund Hartford Funds · Mutual fund | $39K | 0.8% |
| THE Hartford International Opportunities Fund Class R6 Hartford Funds · Mutual fund | $37K | 0.7% |
| Emerging Markets Fund R6 Class American Century · Mutual fund | $36K | 0.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $36K | 0.7% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.