Filings through .
Filed November 30, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,924 |
23 funds of $250K or more; 22 lines in all, holding $41.0M of the plan's $41.9M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: JPMorgan SmartRetirement Passive Blend, collective trust, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement Passive Blend JPMorgan · Collective trust Target-date, 8 vintages | $22.3M | 54.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $7.9M | 19.3% |
| Large Cap Growth III Fund I1 Manager not matched · Collective trust | $1.6M | 3.9% |
| American Funds Capital Group · Mutual fund | $1.3M | 3.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.0M | 2.5% |
| MFS Mid Cap Value Fund 2W MFS (Sun Life) · Collective trust | $892K | 2.2% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $810K | 2.0% |
| Large Cap Value Fund III CL I1 Manager not matched · Collective trust | $766K | 1.9% |
| Small Cap Gr III I1 Manager not matched · Collective trust | $594K | 1.4% |
| Mid Cap Growth II I1 Manager not matched · Collective trust | $594K | 1.4% |
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 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.