Filings through .
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15 funds hold $22.0M of the plan's $22.0M. From the 2025 filing. Recordkeeper: Minnesota Life Insurance.
Target-date series: Vanguard Target Retirement, other, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Manager not matched · Other Target-date, 10 vintages | $8.1M | 36.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $6.2M | 28.3% |
| TR Price ALL-CAP OPP Manager not matched · Other | $2.7M | 12.1% |
| Grg TR Price Stable Value CIT S Manager not matched · Stable value Stable value | $1.1M | 5.2% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 5.0% |
| MFS Mid Cap Value Fund R3 MFS (Sun Life) · Mutual fund | $563K | 2.6% |
| MFS Value Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $509K | 2.3% |
| Lrd Abbt Developing GR R6 Manager not matched · Mutual fund | $484K | 2.2% |
| Jhnck Inv Grd Bnd R6 Manager not matched · Mutual fund | $381K | 1.7% |
| VGD Extended MKT IDX ADM Manager not matched · Other Index | $235K | 1.1% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.