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10 funds of $250K or more; 28 lines in all, holding $10.8M of the plan's $12.9M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: T. Rowe Price Retirement, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $8.6M | 79.0% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price · Mutual fund | $788K | 7.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $672K | 6.2% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $150K | 1.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $111K | 1.0% |
| T. Rowe Price T. Rowe Price · Mutual fund | $82K | 0.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $76K | 0.7% |
| MFS International Intrinsic Equity Fund R4 MFS (Sun Life) · Mutual fund | $63K | 0.6% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $52K | 0.5% |
| Integr. US Small Cap Growth Eqty. Inv T. Rowe Price · Mutual fund | $48K | 0.4% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.