Filings through .
Filed February 21, 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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19 funds hold $58.9M of the plan's $59.1M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Capital Appreciation Retirement Class Harbor Capital · Other | $7.2M | 12.2% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $6.2M | 10.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.6M | 7.9% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.9M | 6.7% |
| American Funds Fundamental Investors Class R-6 Capital Group · Mutual fund | $3.8M | 6.4% |
| Nationwide Nyse Arca Tech 100 Index Fund Institutional Service Class Nationwide · Mutual fund Index | $3.4M | 5.8% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $3.4M | 5.8% |
| Oakmark Funds Natixis IM · Mutual fund | $3.2M | 5.4% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $2.9M | 4.9% |
| Royce Small-Cap Total Return Investment Class Franklin Templeton · Other | $2.7M | 4.5% |
Added 2 funds, dropped 1 fund, likely replaced 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeNationwide Nyse Arca Tech 100 Index Fund Class R6 to Nationwide Nyse Arca Tech 100 Index Fund Institutional Service Class | $3.9M to $3.4M |
| AddedVanguard Equity Income Fund Admiral Shares | $3.4M |
| DroppedNomura Mid Cap Growth Fund Institutional Class | $2.7M |
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.