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19 funds of $250K or more; 29 lines in all, holding $15.6M of the plan's $15.7M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 3% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 12.0% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 8.1% |
| JPMorgan Hedged Equity Fund Class R6 JPMorgan · Mutual fund | $1.2M | 7.5% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 7.1% |
| Federated Hermes Federated Hermes · Stable value Stable value | $1.0M | 6.6% |
| Vanguard Interm-Term Investment-Grde Adm Vanguard · Mutual fund | $990K | 6.3% |
| Vanguard Dividend Appreciation Index Fund Admiral Shares Vanguard · Mutual fund Index | $917K | 5.9% |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $773K | 4.9% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $735K | 4.7% |
| Dodge & Cox Global Stock Fund Class I Dodge & Cox · Mutual fund | $646K | 4.1% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.