Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: FORT PITT CAPITAL GROUP LLC Service code 27 · EIN 47-5006020 | Advisory (Plan) | $21,941 |
KOVITZ INVESTMENT GROUP1 year Filed as: KOVITZ INVESTMENT GROUP PARTNERS Service code 27 · EIN 47-5657416 | Advisory (Plan) | $8,620 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,579 |
8 funds of $250K or more; 21 lines in all, holding $14.6M of the plan's $19.7M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 8 vintagesRecordkeeper's own fund | $10.9M | 74.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.7M | 18.5% |
| Nuveen Large Cap Growth Fund TIAA (Nuveen) · Mutual fund | $300K | 2.1% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-I Class T. Rowe Price · Mutual fund | $159K | 1.1% |
| Diamond Hill Large Cap Fund Class Y Diamond Hill · Mutual fund | $157K | 1.1% |
| John Hancock Disciplined Value Mid Cap Fund John Hancock (Manulife) · Mutual fund | $72K | 0.5% |
| Fund Class R6 American Funds Capital Group · Mutual fund | $57K | 0.4% |
| T. Rowe Price International Discovery Fund-I Class T. Rowe Price · Mutual fund | $56K | 0.4% |
| Small Cap Value Fund II Boston Partners · Mutual fund | $35K | 0.2% |
| Small Cap Fund Inst Conestoga Capital · Mutual fund | $35K | 0.2% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.