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3 funds of $250K or more; 26 lines in all, holding $2.7M of the plan's $2.7M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 42.5% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $444K | 16.5% |
| Vanguard Group Bond Index Admiral Class Vanguard · Mutual fund Index | $293K | 10.9% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund | $235K | 8.7% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $136K | 5.0% |
| Vanguard Specialized Dividend REIT Index Fund Admiral Shares Vanguard · Mutual fund Index | $114K | 4.2% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $96K | 3.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $84K | 3.1% |
| Vanguard Group Mid Cap Index Admiral Vanguard · Mutual fund Index | $32K | 1.2% |
| Vanguard Group Small Cap Index Admiral Vanguard · Mutual fund Index | $23K | 0.9% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.