Filings through .
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24 funds of $250K or more; 19 lines in all, holding $117M of the plan's $119M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: T. Rowe Price Retirement, other, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Separate account Target-date, 11 vintages | $39.0M | 33.5% |
| Ameritas Ameritas · Insurance contract | $15.0M | 12.9% |
| Washington Mutual Investors Fund Capital Group · Mutual fund | $11.4M | 9.7% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $9.5M | 8.1% |
| Growth Fund OF America Capital Group · Mutual fund | $6.7M | 5.8% |
| T. Rowe Price Blue Chip Growth T. Rowe Price · Separate account | $6.3M | 5.4% |
| MFS Value Fund MFS (Sun Life) · Mutual fund | $5.2M | 4.4% |
| Vanguard Extended Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $5.1M | 4.4% |
| MFS Blended Research Mid Cap Equity Fund MFS (Sun Life) · Mutual fund | $3.7M | 3.2% |
| Eupac Fund Capital Group · Mutual fund | $3.6M | 3.1% |
Added 2 funds, dropped 3 funds, likely replaced 3 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighAmerican Century Growth Fund to T. Rowe Price Blue Chip Growth | $5.7M to $6.3M |
| AddedMFS Value Fund | $5.2M |
| Share class changeVanguard Extended Market Index Fund Admiral Shares to Vanguard Extended Market Index Fund Institutional Shares | $4.6M to $5.1M |
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.
The auditor signed off without reservation. This is the cleanest opinion.