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5 funds of $250K or more; 19 lines in all, holding $3.4M of the plan's $3.4M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 88% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $3.0M | 88.2% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $129K | 3.8% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund Index | $53K | 1.6% |
| Investment Description Cost Value Voya Retirement Insurance Full Voya · Insurance contract | $47K | 1.4% |
| Voya Money Market Fund Voya · Money market | $24K | 0.7% |
| Pooled Separate Accounts Voya Retirement Insurance and Annuity Company Capital Group · Separate account | $20K | 0.6% |
| Vanguard Balanced Index Fund Investor Shares Vanguard · Mutual fund Index | $18K | 0.5% |
| Voya Large Cap Growth Portfolio Voya · Mutual fund | $17K | 0.5% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $17K | 0.5% |
| Invesco Diversified Dividend Fund Invesco · Mutual fund | $15K | 0.5% |
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.
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.