Filings through .
Filed February 26, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST CITIZENS INVESTOR SVC Service code 15 100 E TRYON · RALEIGH, NC 27603 | Recordkeeping | $76,955 |
7 funds of $250K or more; 18 lines in all, holding $9.5M of the plan's $10.0M. From the 2025 filing. Recordkeeper: First Citizens Bank & Trust.
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares Russell Top 200 Growth ETF BlackRock · ETF Index | $2.1M | 22.5% |
| Vanguard Core Bond Fund Adm Shs 1520 Vanguard · Mutual fund | $2.0M | 21.1% |
| iShares Russell Top 200 Value ETF BlackRock · ETF Index | $1.2M | 12.6% |
| Blackrock Advantage International Fund Class K BlackRock · Mutual fund | $975K | 10.3% |
| Diamond Hill Core Bond Fund Class Y Diamond Hill · Mutual fund | $666K | 7.0% |
| iShares Russell Mid-Cap Value ETF BlackRock · ETF Index | $593K | 6.3% |
| iShares Russell Mid-Cap Growth ETF BlackRock · ETF Index | $383K | 4.0% |
| Goldman Sachs Emerging Markets Equity Insights Fund Class R6 Shares Goldman Sachs · Mutual fund | $236K | 2.5% |
| Nyli PineStone International Equity Fund Class R6 New York Life · Mutual fund | $211K | 2.2% |
| The Hartford International Value Fund Class F Hartford Funds · Mutual fund | $204K | 2.2% |
Added 2 funds, dropped 3 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighIshares Core U.S. Aggregate Bond EFT to Vanguard Core Bond Fund Adm Shs 1520 | $2.3M to $2.0M |
| AddedBlackrock Advantage International Fund Class K | $975K |
| AddedDiamond Hill Core Bond Fund Class Y | $666K |
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.
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.