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4 funds of $250K or more; 27 lines in all, holding $4.1M of the plan's $4.1M. From the 2024 filing. Recordkeeper: Guideline.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 43.9% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $652K | 16.0% |
| similar party value Manager not matched · Other | $419K | 10.2% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund | $338K | 8.3% |
| Vanguard Group European Stock Index Admiral Vanguard · Mutual fund Index | $168K | 4.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $148K | 3.6% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $136K | 3.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $134K | 3.3% |
| Vanguard Technology Index Admiral Shares Vanguard · Mutual fund Index | $72K | 1.8% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $42K | 1.0% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.