Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
18 funds hold $1.3M of the plan's $55.5M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab U.S. Large-Cap ETF Charles Schwab · ETF Index | $226K | 17.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $140K | 10.7% |
| BBH Limited Duration | Manager not matched · Other | $117K | 9.0% |
| Schwab U.S. Large-Cap Growth ETF Charles Schwab · ETF Index | $101K | 7.8% |
| Schwab U.S. Mid-Cap ETF Charles Schwab · ETF Index | $99K | 7.6% |
| U.S. Small Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $96K | 7.4% |
| International Small Company Portfolio - Institutional Class Dimensional · Mutual fund | $72K | 5.6% |
| DFA Global Real Estate Sec Dimensional · Mutual fund | $67K | 5.1% |
| iShares Core MSCI Emerging Markets ETF BlackRock · ETF Index | $64K | 4.9% |
| Baird Aggregate Bond Fund Institutional Baird · Mutual fund | $62K | 4.7% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.