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14 funds of $250K or more; 29 lines in all, holding $14.6M of the plan's $14.6M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.3M | 15.6% |
| MyCompass Ind Mod 2035 Fd R Manager not matched · Collective trust | $1.5M | 10.6% |
| MyCompass Ind Mod 2045 Fd R Manager not matched · Collective trust | $1.5M | 10.3% |
| Amer Fnds Wash Mutual Inv R6 Manager not matched · Mutual fund | $1.3M | 8.9% |
| MyCompass Ind Mod 2055 Fd R Manager not matched · Collective trust | $1.2M | 8.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $988K | 6.8% |
| BlkRck MSCI ACWI ex-US Indx R BlackRock · Collective trust Index | $835K | 5.7% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $766K | 5.2% |
| Amer Fnds Eupac Fund R6 Manager not matched · Mutual fund | $716K | 4.9% |
| MyCompass Ind Mod 2065 Fd R Manager not matched · Collective trust | $649K | 4.4% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
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.
The auditor signed off without reservation. This is the cleanest opinion.