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5 funds hold $81.7M of the plan's $81.7M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Retirement Savings Trust II Vanguard · Stable value Stable value | $33.4M | 40.9% |
| Eaton Shares Fund Company Stock Fund Manager not matched · Mutual fund Possible retail class A | $25.6M | 31.4% |
| Vanguard Institutional 500 Index Trust Vanguard · Stable value IndexStable value | $13.8M | 16.9% |
| Vanguard Balanced Index Fund Registered Investment Companies Vanguard · Mutual fund IndexPossible retail class A | $6.0M | 7.4% |
| Vanguard Developed Markets Index Fund Registered Investment Companies Vanguard · Mutual fund IndexPossible retail class A | $2.9M | 3.5% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedCompany Stock Fund | $25.7M |
| AddedEaton Shares Fund Company Stock Fund | $25.6M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.