Filings through .
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6 funds of $250K or more; 15 lines in all, holding $3.0M of the plan's $3.2M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $1.9M | 64.0% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $310K | 10.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $192K | 6.5% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $173K | 5.8% |
| Columbia Balanced Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $89K | 3.0% |
| Alger Spectra Z Manager not matched · Other | $80K | 2.7% |
| International Growth and Income Fund Capital Group · Mutual fund | $63K | 2.1% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $51K | 1.7% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $35K | 1.2% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $19K | 0.6% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.