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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA8 years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $33,263 |
12 funds of $250K or more; 13 lines in all, holding $8.5M of the plan's $8.6M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $4.6M | 53.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $907K | 10.6% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $906K | 10.6% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $625K | 7.3% |
| Eupac Fund Capital Group · Mutual fund | $300K | 3.5% |
| MFS Value Fund MFS (Sun Life) · Mutual fund | $299K | 3.5% |
| TCW Metwest Total Return Bond Fund TCW · Mutual fund | $232K | 2.7% |
| Vanguard Small-Cap Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $226K | 2.6% |
| American Beacon International Equity Fund American Beacon (Resolute) · Mutual fund | $194K | 2.3% |
| Invesco Government & Agency Portfolio Invesco · Mutual fund | $140K | 1.6% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighT. Rowe Price Growth Stock Fund, Inc. to JPMorgan Large Cap Growth Fund | $889K to $906K |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.