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2 funds of $250K or more; 13 lines in all, holding $2.0M of the plan's $2.0M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 84% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $1.7M | 84.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $108K | 5.4% |
| Morley Stable Value Fund Principal · Stable value Stable value | $79K | 3.9% |
| Ascensus Trust Company Vanguard · Collective trust Recordkeeper's own fund | $27K | 1.4% |
| Vanguard Mid-Cap Growth Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $21K | 1.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $20K | 1.0% |
| Vanguard U.S. Growth Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $18K | 0.9% |
| Pgim High Yield Fund Prudential (PGIM) · Mutual fund | $13K | 0.6% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $9K | 0.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $9K | 0.4% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)