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20 funds hold $491K of the plan's $722K. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $214K | 43.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $102K | 20.7% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $81K | 16.5% |
| Btmkx - iShares MSCI EAFE International Index Fund Class K BlackRock · Collective trust Index | $25K | 5.0% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $25K | 5.0% |
| Vanguard Consumer Staples Index Fund Admiral Shares Vanguard · Mutual fund Index | $11K | 2.2% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $9K | 1.7% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $4K | 0.9% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $4K | 0.9% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $3K | 0.7% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.