Filings through .
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7 funds of $250K or more; 16 lines in all, holding $15.9M of the plan's $16.1M. From the 2025 filing. Recordkeeper: Minnesota Life Insurance.
Target-date series: Vanguard Target Retirement, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement N/R Vanguard · Mutual fund | $9.5M | 59.9% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 3 vintages | $4.6M | 28.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $566K | 3.6% |
| Vanguard Equity Income Fund (R) Vanguard · Mutual fund | $349K | 2.2% |
| Fidelity Total Bond K6 Fund N/R Fidelity (FMR) · Mutual fund | $305K | 1.9% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $301K | 1.9% |
| American Funds New World Fund N/R Capital Group · Mutual fund | $125K | 0.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $100K | 0.6% |
| Large Cap Growth Fund II Class R1 N/R Great Gray · Collective trust | $29K | 0.2% |
| Putnam Stable Value Fund N/R Franklin Templeton · Insurance contract | $19K | 0.1% |
Added 5 funds. Changed vehicle on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Target Retirement N/R | $9.5M |
| Other vehicle moveVanguard Target Retirement 2050 to Vanguard Target Retirement 2050 Fundseparate account to mutual fund | $2.1M to $4.6M |
| AddedFidelity 500 Index Fund | $566K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 5 stable value or insurance lines.
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.