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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.8 years Service code 37 · EIN 27-2037969 | Loan Processing | $1,449 |
24 funds of $250K or more; 19 lines in all, holding $39.9M of the plan's $40.3M. From the 2025 filing. Recordkeeper: Newport Group.
Target-date series: American Funds Target Date, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $17.7M | 44.3% |
| Vanguard Institutional Index Fund (Admiral) Vanguard · Mutual fund Index | $7.9M | 19.8% |
| First Eagle Global Fund Class R6 First Eagle · Mutual fund | $2.1M | 5.2% |
| American Funds Capital Group · Mutual fund | $1.6M | 4.0% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $1.5M | 3.9% |
| Harbor Capital Appreciation Fund Institutional Class Harbor Capital · Mutual fund | $1.3M | 3.2% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 3.1% |
| Nomura Mid Cap Growth R6 Fund Manager not matched · Mutual fund | $1.0M | 2.5% |
| Baron Capital Small Cap Inst Fund Capital Group · Mutual fund | $889K | 2.2% |
| JPMorgan Mid Cap Value Fund Class L JPMorgan · Mutual fund | $755K | 1.9% |
Added 3 funds.
| Fund | Year-end value |
|---|---|
| AddedHarbor Capital Appreciation Fund Institutional Class | $1.3M |
| AddedBaron Capital Small Cap Inst Fund | $889K |
| AddedTCW Metwest Total Return Bond Fund Class I | $554K |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.