Filings through .
Filed December 29, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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20 funds of $250K or more; 15 lines in all, holding $78.2M of the plan's $95.5M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 11% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $23.4M | 29.9% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $8.9M | 11.4% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $7.8M | 10.0% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $6.4M | 8.2% |
| Goldman Sachs Financial Square Money Market Fund Goldman Sachs · Money market | $5.9M | 7.5% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $4.9M | 6.2% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $4.6M | 5.8% |
| Nuveen International Equity Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $4.4M | 5.6% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.0M | 5.1% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.9M | 3.8% |
Added 1 fund, dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighVanguard 500 Index Fund Admiral Shares to Fidelity 500 Index Fund | $20.4M to $23.4M |
| AddedDecember 31, 2025 | $1.1M |
| DroppedAmerican Balanced Fund Class R-6 | $963K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.