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7 funds hold $42K of the plan's $42K. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $18K | 43.3% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $8K | 19.5% |
| Vanguard Bond Index Fund - Admiral Class Vanguard · Mutual fund Index | $7K | 16.2% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund | $4K | 9.7% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $2K | 5.6% |
| Vanguard Specialized Dividend REIT Index Fund Admiral Shares Vanguard · Mutual fund Index | $2K | 5.0% |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares Vanguard · Mutual fund Index | $256 | 0.6% |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.