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3 funds of $250K or more; 21 lines in all, holding $2.6M of the plan's $2.6M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $876K | 33.6% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $383K | 14.7% |
| Vanguard Group Bond Index Admiral Class Vanguard · Mutual fund Index | $359K | 13.7% |
| Vanguard Group Growth Index Admiral Vanguard · Mutual fund Index | $224K | 8.6% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund | $185K | 7.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $151K | 5.8% |
| Vanguard Total International Bond Index Fund Vanguard · Mutual fund Index | $123K | 4.7% |
| Vanguard Specialized Dividend REIT Index Fund Admiral Shares Vanguard · Mutual fund Index | $100K | 3.8% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $55K | 2.1% |
| Vanguard Specialized Dividend Appreciation Index Admiral Vanguard · Mutual fund Index | $43K | 1.6% |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.