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7 funds of $250K or more; 16 lines in all, holding $4.0M of the plan's $4.3M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares Core S&P 500 ETF BlackRock · ETF Index | $913K | 22.8% |
| Dimensional International Core Equity Market ETF Dimensional · ETF Index | $611K | 15.3% |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market | $360K | 9.0% |
| Invesco BulletShares 2028 Corporate Bond ETF Invesco · ETF Index | $348K | 8.7% |
| Invesco BulletShares 2029 Corporate Bond ETF Invesco · ETF Index | $348K | 8.7% |
| Invesco BulletShares 2030 Corporate Bond ETF Invesco · ETF Index | $348K | 8.7% |
| Invesco BulletShares 2027 Corporate Bond ETF Invesco · ETF Index | $348K | 8.7% |
| iShares 0-1 Year Treasury Bond ETF BlackRock · ETF Index | $161K | 4.0% |
| iShares Russell Mid-Cap ETF BlackRock · ETF Index | $155K | 3.9% |
| iShares Russell Mid-Cap Value ETF BlackRock · ETF Index | $96K | 2.4% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.