Filings through .
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8 funds of $250K or more; 27 lines in all, holding $8.4M of the plan's $8.4M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: T. Rowe Price Retirement, mutual fund, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Federated Hermes Government Obligations Fund Institutional Shares Federated Hermes · Mutual fund | $1.9M | 22.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 21.2% |
| T. Rowe Price 2050 R T. Rowe Price · Mutual fund | $978K | 11.7% |
| T. Rowe Price 2040 R T. Rowe Price · Mutual fund | $843K | 10.0% |
| T. Rowe Price 2030 R T. Rowe Price · Mutual fund | $480K | 5.7% |
| T. Rowe Price 2020 R T. Rowe Price · Mutual fund | $421K | 5.0% |
| Federated Hermes Mid-Cap Index Fund Ss Federated Hermes · Mutual fund Index | $352K | 4.2% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price · Mutual fund | $307K | 3.7% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 2 vintages | $184K | 2.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $150K | 1.8% |
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 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.
The auditor signed off without reservation. This is the cleanest opinion.