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25 funds hold $414K of the plan's $416K. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| SPDR Portfolio S&P 500 ETF State Street (SSgA) · ETF Index | $156K | 37.7% |
| Vanguard Ftse Developed Markets Index Fund ETF Vanguard · ETF Index | $105K | 25.3% |
| iShares Core U.S. Aggregate Bond ETF BlackRock · ETF Index | $51K | 12.3% |
| Vanguard Ftse Emerging Markets ETF Ftse Emerging Index Vanguard · ETF Index | $27K | 6.5% |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF State Street (SSgA) · ETF Index | $19K | 4.5% |
| Vanguard Dividend Appreciation Index Fund Vanguard · ETF Index | $18K | 4.3% |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF State Street (SSgA) · ETF Index | $14K | 3.4% |
| Vanguard Total International Bond Index Fund Vanguard · ETF Index | $9K | 2.1% |
| Vanguard Emerging Markets Government Bond Index Fund Vanguard · Mutual fund Index | $7K | 1.8% |
| iShares 0-5 Year TIPS Bond ETF BlackRock · ETF Index | $3K | 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.
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.