Filings through .
Filed January 6, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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7 funds of $250K or more; 38 lines in all, holding $9.2M of the plan's $9.3M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $2.4M | 25.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $1.0M | 11.0% |
| Fidelity US Bond Index Fidelity (FMR) · Mutual fund IndexPossible retail class A | $893K | 9.7% |
| John Hancock Disciplined Value Fund Class R6 John Hancock (Manulife) · Mutual fund | $852K | 9.2% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund | $718K | 7.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $382K | 4.1% |
| Lincoln Stable Value Account Lincoln Financial · Insurance contract | $355K | 3.9% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $234K | 2.5% |
| Hartford Emerging Markets Equity Fund Hartford Funds · Mutual fund | $233K | 2.5% |
| Inflation-Adjusted Bond Fund R6 Class American Century · Mutual fund | $229K | 2.5% |
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.
The auditor signed off without reservation. This is the cleanest opinion.