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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 15 1300 THAMES STREET · BALTIMORE, MD 21231 | Recordkeeping | $34,323 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $9,893 |
Filed as: PENSION BENEFITS CONSULTANTS Service code 15 | Recordkeeping | $8,580 |
12 funds of $250K or more; 19 lines in all, holding $29.3M of the plan's $32.5M. From the 2025 filing. Recordkeeper: Morgan Stanley.
Target-date series: American Funds Target Date, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $19.2M | 65.5% |
| Registered Investment Companies Vanguard 500 Index Adm Vanguard · Mutual fund Index | $3.9M | 13.3% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.9M | 9.9% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $599K | 2.0% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $535K | 1.8% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $507K | 1.7% |
| Interest-bearing Cash Vanguard Federal Money Market Fund Vanguard · Money market | $293K | 1.0% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $199K | 0.7% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $197K | 0.7% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $180K | 0.6% |
Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchVanguard Target Retirement 2055 Fund Investor Shares to American Funds 2055 Target Date Retirement Fund Class R-6 | $11.9M to $19.2M |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.