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2 funds of $250K or more; 17 lines in all, holding $1.1M of the plan's $1.1M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Vanguard · ETF Index | $272K | 25.1% |
| Vanguard Developed Markets Index Fund Vanguard · Mutual fund | $254K | 23.4% |
| SPDR Portfolio S&P 500 ETF State Street (SSgA) · ETF Index | $158K | 14.6% |
| Vanguard Ftse Emerging Markets Vanguard · Mutual fund | $87K | 8.0% |
| iShares Core Total US Bond Market ETF BlackRock · ETF Index | $70K | 6.5% |
| Vanguard Value ETF Vanguard · ETF Index | $53K | 4.9% |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF State Street (SSgA) · ETF Index | $48K | 4.5% |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF State Street (SSgA) · ETF Index | $37K | 3.4% |
| Vanguard Small-Cap Value Index Fund Vanguard · ETF Index | $29K | 2.7% |
| State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF State Street (SSgA) · ETF Index | $18K | 1.7% |
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.
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.