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4 funds of $250K or more; 23 lines in all, holding $4.6M of the plan's $4.6M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 42.4% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $802K | 17.4% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $492K | 10.7% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $408K | 8.8% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $220K | 4.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $196K | 4.2% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $163K | 3.5% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $87K | 1.9% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $70K | 1.5% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $55K | 1.2% |
Covers 60,908 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.
The auditor signed off without reservation. This is the cleanest opinion.