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5 funds hold $134K of the plan's $135K. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 98% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $132K | 98.5% |
| rate of b AB Large Cap Growth Fund Manager not matched · Mutual fund | $907 | 0.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $904 | 0.7% |
| b iShares S&P 500 Value ETF BlackRock · ETF Index | $115 | <0.1% |
| iShares U.S. Equity Factor Rotation Active ETF Exchange traded fund BlackRock · ETF Index | $107 | <0.1% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.