Filings through .
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10 funds of $250K or more; 23 lines in all, holding $7.5M of the plan's $7.9M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Separate account Index | $1.2M | 16.1% |
| Voya Index Solution 2050 P Z Voya · Separate account Index | $1.0M | 13.8% |
| Voya Index Solution 2040 P Z Voya · Separate account Index | $817K | 10.9% |
| Voya Index Solution 2045 P Z Voya · Separate account Index | $750K | 10.0% |
| Voya Index Solution 2030 P Z Voya · Separate account Index | $701K | 9.4% |
| Voya Index Solution 2055 P Z Voya · Separate account Index | $557K | 7.4% |
| Vangrd Small-Cap Index Fnd Adm Vanguard · Separate account Index | $457K | 6.1% |
| Voya Index Solution 2035 P Z Voya · Separate account Index | $389K | 5.2% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Separate account | $359K | 4.8% |
| American Funds Nw Prspctv R6 Capital Group · Separate account | $279K | 3.7% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 61,314 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.