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2 funds of $250K or more; 10 lines in all, holding $1.2M of the plan's $1.2M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock Russell BlackRock · Mutual fund | $487K | 41.4% |
| Blackrock MSCI ACWI Ex-U.S. Index Fund R BlackRock · Collective trust Index | $306K | 26.0% |
| Vanguard Growth Index Admiral Class H1 Vanguard · Mutual fund Index | $99K | 8.4% |
| BlackRock Equity Index 1 BlackRock · Collective trust Index | $97K | 8.2% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $87K | 7.4% |
| BlackRock US Debt Index Fund BlackRock · Collective trust Index | $67K | 5.7% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $27K | 2.3% |
| Fidelity International Index InstlPrm Fidelity (FMR) · Mutual fund Index | $6K | 0.5% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $591 | <0.1% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $571 | <0.1% |
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.
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.