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10 funds hold $981K of the plan's $996K. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, collective trust, 87% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 12 vintages | $855K | 87.2% |
| Vanguard Institutional 500 Index Trust Vanguard · Collective trust Index | $75K | 7.6% |
| JPMorgan U.S. Equity Fund JPMorgan · Mutual fund | $17K | 1.7% |
| Vanguard Institutional Extended Market Index Trust Vanguard · Collective trust Index | $10K | 1.1% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $8K | 0.8% |
| State Street Global All Cap Equity Ex-U.S. Index Non-Lending Series Fund State Street (SSgA) · Collective trust Index | $6K | 0.6% |
| Fiam Small Company Commingled Pool Fidelity (FMR) · Collective trust | $5K | 0.5% |
| Galliard Managed Income Fund MC Allspring · Stable value Stable value | $3K | 0.3% |
| State Street U.S. Bond Index Non-Lending Series Fund State Street (SSgA) · Collective trust Index | $1K | 0.1% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $916 | <0.1% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.