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17 funds hold $389K of the plan's $394K. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $173K | 44.4% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $78K | 19.9% |
| Vanguard Group Bond Index Admiral Class Vanguard · Mutual fund Index | $48K | 12.4% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund | $41K | 10.5% |
| Vanguard Specialized Dividend REIT Index Fund Admiral Shares Vanguard · Mutual fund Index | $19K | 4.9% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $16K | 4.1% |
| Vanguard Group Total Institutional Stock Index Admiral Vanguard · Mutual fund Index | $4K | 0.9% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $3K | 0.7% |
| Vanguard Group Value Index Admiral Vanguard · Mutual fund Index | $3K | 0.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3K | 0.7% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.