Filings through .
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1 fund of $250K or more; 5 lines in all, holding $818K of the plan's $6.7M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock Equity Index Fund BlackRock · Mutual fund Index | $720K | 88.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $57K | 7.0% |
| Great Gray Stable Value Fund I1 Manager not matched · Insurance contract | $19K | 2.3% |
| Great Gray BR US Debt Index Manager not matched · Mutual fund Index | $12K | 1.5% |
| Great Gray BR EAFE Equity Index Manager not matched · Mutual fund Index | $10K | 1.2% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.