Filings through .
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7 funds of $250K or more; 16 lines in all, holding $10.5M of the plan's $10.8M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 6 vintages | $7.0M | 66.2% |
| John Hancock Stable Value Fund R6 John Hancock (Manulife) · Stable value Stable value | $1.5M | 13.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 9.8% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $296K | 2.8% |
| Vanguard Total Intl Adx Adm Vanguard · Mutual fund | $175K | 1.7% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $171K | 1.6% |
| Touchstone MID CAP Fund Institutional Western & Southern · Mutual fund | $121K | 1.1% |
| First Eagle Overseas Fund Class I First Eagle · Mutual fund | $111K | 1.1% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $88K | 0.8% |
| Blackrock Global Alloc I BlackRock · Mutual fund | $27K | 0.3% |
No lineup changes between the 2024 and 2025 filings.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.