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23 funds hold $16.3M of the plan's $16.5M. From the 2024 filing. Recordkeeper: KT Administrators.
Target-date series: Vanguard Target Retirement, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $5.6M | 34.7% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $2.2M | 13.3% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $1.5M | 9.5% |
| Thompson Bond Fund Manager not matched · Mutual fund | $1.4M | 8.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $981K | 6.0% |
| Schwab S&P 500 Index Fund - Select S Charles Schwab · Mutual fund Index | $718K | 4.4% |
| Columbia Dividend Income Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund | $573K | 3.5% |
| Columbia Small Cap Gwth I Cl Inst 2 Ameriprise (Columbia Threadneedle) · Mutual fund | $468K | 2.9% |
| Allspring International Equity Fund Institutional Class Allspring · Mutual fund | $409K | 2.5% |
| Cohen & Steers Realty Shares Cohen & Steers · Mutual fund | $356K | 2.2% |
Covers 61,314 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.