Filings through .
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12 funds of $250K or more; 14 lines in all, holding $21.8M of the plan's $22.9M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 11% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $6.7M | 30.7% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.8M | 13.0% |
| Vanguard Intermediate-Term Treasury Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.5M | 11.5% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $2.4M | 10.9% |
| DFA Intl Small Cap Value Portf Instl Dimensional · Mutual fund | $1.5M | 6.9% |
| DFA Short-Term Extended Quality Portfolio Institutional Class Shares Dimensional · Mutual fund | $1.5M | 6.8% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $1.4M | 6.5% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $1.4M | 6.3% |
| Vanguard S-T Infl-Prot Sec Index Adm Vanguard · Mutual fund Index | $1.0M | 4.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $344K | 1.6% |
Added 1 fund, dropped 1 fund. Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard Total Stock Market Index Fund Admiral Shares to Vanguard Total Stock Market Index Fund Institutional Shares | $6.0M to $6.7M |
| Share class changeVanguard Developed Markets Index Fund Investor Shares to Vanguard Developed Markets Index Fund Admiral Shares | $2.4M to $2.8M |
| AddedDFA Intl Small Cap Value Portf Instl | $1.5M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.