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7 funds of $250K or more; 12 lines in all, holding $7.5M of the plan's $7.5M. From the 2024 filing. Recordkeeper: Newport Group.
Target-date series: Fidelity Freedom Index, mutual fund, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintages | $6.4M | 85.8% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $581K | 7.8% |
| T. Rowe Price All-Cap Opportunities Fund T. Rowe Price · Mutual fund | $120K | 1.6% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $87K | 1.2% |
| Victory Sycamore Small Co Opp I Victory Capital · Mutual fund | $68K | 0.9% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $62K | 0.8% |
| T. Rowe Price Overseas Stock Fund-I Class T. Rowe Price · Mutual fund | $38K | 0.5% |
| Loomis Sayles Small CAP Growth N Natixis IM · Other | $38K | 0.5% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $19K | 0.2% |
| Vanguard Inflation-Protected Securities Fund Admiral Shares Vanguard · Mutual fund | $18K | 0.2% |
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.
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.