Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
16 funds of $250K or more; 17 lines in all, holding $48.3M of the plan's $48.9M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SS S&p500 EQ Ind Fund NL Cls A Manager not matched · Collective trust | $10.5M | 21.7% |
| Vanguard Trgtret 2035 Vanguard · Mutual fund | $4.9M | 10.1% |
| Vanguard Retirement Savings Trust IV Vanguard · Collective trust | $4.4M | 9.2% |
| Vanguard Trgtret 2040 Vanguard · Mutual fund | $4.4M | 9.2% |
| Vanguard Trgtret 2045 Vanguard · Mutual fund | $4.3M | 9.0% |
| Blackrock Gov Short-Term Inv F BlackRock · Collective trust | $2.8M | 5.9% |
| Vanguard Trgtret 2030 Vanguard · Mutual fund | $2.5M | 5.1% |
| SS US Ext Mkt EQ Ind NL Class C State Street (SSgA) · Collective trust | $2.3M | 4.8% |
| Vanguard Trgtret 2050 Vanguard · Mutual fund | $2.3M | 4.8% |
| Vanguard Trgtret 2055 Vanguard · Mutual fund | $2.1M | 4.4% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.