Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,180 |
11 funds of $250K or more; 18 lines in all, holding $13.6M of the plan's $14.3M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: American Funds Target Date, mutual fund, 16% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $2.6M | 19.1% |
| Large Cap Growth Z American Beacon (Resolute) · Other | $2.3M | 17.2% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $2.2M | 16.3% |
| MFS Equity Income Fund R6 MFS (Sun Life) · Mutual fund | $2.0M | 14.8% |
| Pioneer Y Victory Capital · Other | $1.7M | 12.5% |
| American Beacon Small Cap Growth Portfolio Fund Class Z American Beacon (Resolute) · Mutual fund | $1.6M | 12.1% |
| Fidelity Strategic Income Z Fidelity (FMR) · Mutual fund | $325K | 2.4% |
| MetLife GAC-25053 Class 0 MetLife · Other | $294K | 2.2% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Mutual fund | $118K | 0.9% |
| Janus Henderson Janus Henderson · Mutual fund | $81K | 0.6% |
Dropped 3 funds.
| Fund | Year-end value |
|---|---|
| DroppedAmerican Beacon Large Cap Growth - Z | $2.0M |
| DroppedPioneer Y | $1.3M |
| DroppedMetLife GAC-25053 Class 0 | $459K |
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 70,940 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.