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3 funds of $250K or more; 19 lines in all, holding $2.4M of the plan's $2.4M. 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 | 45.4% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $427K | 17.8% |
| Vanguard Group Bond Index Admiral Class Vanguard · Mutual fund Index | $298K | 12.4% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund | $218K | 9.1% |
| Vanguard Specialized Dividend REIT Index Fund Admiral Shares Vanguard · Mutual fund Index | $109K | 4.5% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $105K | 4.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $43K | 1.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $29K | 1.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $27K | 1.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $20K | 0.8% |
Covers 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 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 appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.