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1 fund of $250K or more; 14 lines in all, holding $1.5M of the plan's $1.5M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund Index | $564K | 37.9% |
| Vanguard Developed Markets Index Fund Investor Shares Vanguard · Mutual fund Index | $229K | 15.4% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index | $173K | 11.6% |
| Vangrd Shrt-Trm Infl-Prot Sec Index Fund Mutual Fund Vanguard · Mutual fund Index | $111K | 7.5% |
| Vanguard Emerg Mrkts Stock Indx Fd Vanguard · Mutual fund Index | $97K | 6.5% |
| Vanguard Real Estate Index Fund Investor Shares Vanguard · Mutual fund Index | $93K | 6.3% |
| Vanguard Ftse Social Index Fund Vanguard · Mutual fund Index | $89K | 6.0% |
| Vanguard Total International Bond Index Fund Investor Shares Vanguard · Mutual fund Index | $49K | 3.3% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $32K | 2.2% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $25K | 1.7% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.