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11 funds of $250K or more; 16 lines in all, holding $9.6M of the plan's $10.0M. From the 2024 filing. Recordkeeper: Ascensus.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.2M | 22.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.7M | 17.5% |
| Morley Stable Value Fund Principal · Stable value Stable value | $1.3M | 13.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $785K | 8.1% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $593K | 6.2% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $582K | 6.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $512K | 5.3% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $319K | 3.3% |
| Franklin Small CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $291K | 3.0% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price Mid-Cap Growth Fund-I Class T. Rowe Price · Mutual fund | $277K | 2.9% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.