Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOKF, NA Service code 19 · EIN 73-0780382 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $15,448 |
5 funds of $250K or more; 18 lines in all, holding $2.7M of the plan's $2.8M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| BOK Financial Retirement 2040 Manager not matched · Collective trust | $336K | 12.3% |
| Vanguard M/C Indx-Adm Vanguard · Mutual fund Possible retail class A | $271K | 9.9% |
| BOK Financial Retirement 2060 Manager not matched · Collective trust | $268K | 9.8% |
| BOK Financial Retirement 2030 Manager not matched · Collective trust | $262K | 9.6% |
| BOK Financial Retirement 2020 Manager not matched · Collective trust | $259K | 9.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Possible retail class A | $209K | 7.7% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund Possible retail class A | $206K | 7.5% |
| BOK Financial Retirement 2050 Manager not matched · Collective trust | $202K | 7.4% |
| Amer Beacon Intl Eq R6 Manager not matched · Mutual fund Possible retail class A | $186K | 6.8% |
| JPM L/C Growth - R6 JPMorgan · Mutual fund | $153K | 5.6% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.
The auditor signed off without reservation. This is the cleanest opinion.