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24 funds of $250K or more; 16 lines in all, holding $53.0M of the plan's $56.3M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $22.2M | 41.8% |
| American Funds Growth Fund of Amer R6 Capital Group · Mutual fund | $5.5M | 10.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.1M | 9.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $4.7M | 8.8% |
| Vanguard Small Cap Value Index Adm ha Vanguard · Mutual fund Index | $1.8M | 3.4% |
| Fidelity International Index ak Fidelity (FMR) · Mutual fund Index | $1.7M | 3.3% |
| MID CAP Value Fund R6 Class American Century · Mutual fund | $1.7M | 3.2% |
| Dodge & Cox International Stock Fund | k Dodge & Cox · Mutual fund | $1.7M | 3.1% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 3.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 2.9% |
Added 1 fund, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedCommon and Collective Trust Fund Federated Hermes | $3.0M |
| AddedFidelity International Index ak | $1.7M |
| DroppedEupac Fund Class R-6 | $1.2M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.