Filings through .
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35 funds hold $710K of the plan's $8.4M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 23% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 6 vintages | $161K | 22.7% |
| Goldman Sachs Financial Square Money Market Fund Goldman Sachs · Money market | $150K | 21.2% |
| iShares MBS ETF BlackRock · ETF Index | $37K | 5.2% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $34K | 4.7% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $31K | 4.4% |
| Guggenheim Total Return Bond Fund Institutional Class Guggenheim · Mutual fund | $28K | 4.0% |
| iShares 1-5 Year Investment Grade Corporate Bond ETF BlackRock · ETF Index | $27K | 3.9% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $25K | 3.6% |
| Plan Sponsor: Automotive & Industrial Distributors of Billings Including Maturity Date, Rate Vanguard Target Retirement Vanguard · Mutual fund | $21K | 3.0% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $21K | 3.0% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Annual investment return 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.