Filings through .
Filed October 19, 2004 (most recent of 4 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.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
19 funds of $250K or more; 18 lines in all, holding $42.3M of the plan's $42.3M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 10% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price · Mutual fund | $7.6M | 18.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $6.2M | 14.7% |
| Schwab Sdb Charles Schwab · Mutual fund | $5.6M | 13.2% |
| Putnam Large Cap Value Fund Class Y Shares Franklin Templeton · Mutual fund | $5.0M | 11.8% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 6 vintages | $4.4M | 10.4% |
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund | $3.7M | 8.8% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 5.7% |
| Mid-Cap A Manager not matched · Other | $2.4M | 5.6% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $1.8M | 4.2% |
| Nomura Mid Cap Growth Fund Class R6 Macquarie / Nomura · Mutual fund | $1.1M | 2.5% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.