Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $12,840 |
5 funds of $250K or more; 62 lines in all, holding $5.9M of the plan's $6.0M. From the 2025 filing. Recordkeeper: Newport Group.
Target-date series: Nuveen Lifecycle Index, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $557K | 9.4% |
| Valic Fixed Account Plus Corebridge (AIG) · Insurance contract | $476K | 8.0% |
| Valic Stock Index Fund Corebridge (AIG) · Mutual fund Index | $460K | 7.7% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $349K | 5.9% |
| Vanguard Developed Markets Index Fund AD Vanguard · Mutual fund Index | $264K | 4.4% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $221K | 3.7% |
| Vanguard Windsor II Fund Investor Shares Vanguard · Mutual fund | $213K | 3.6% |
| Valic Emerging Economies Corebridge (AIG) · Mutual fund | $195K | 3.3% |
| Valic International Equities Index Fund Corebridge (AIG) · Mutual fund Index | $193K | 3.2% |
| American Funds Growth and Income Portfolio Class R-6 Capital Group · Mutual fund | $185K | 3.1% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedStock Index Fund | $476K |
| AddedValic Stock Index Fund | $460K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.