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10 funds of $250K or more; 15 lines in all, holding $6.0M of the plan's $10.4M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Guggenhiem Total Return Bond Fund Morgan Stanley · Mutual fund | $1.0M | 16.8% |
| Hartford Total Return Bond Fund Morgan Stanley · Mutual fund | $799K | 13.2% |
| SPDR Portfolio S&P 500 ETF State Street (SSgA) · ETF Index | $744K | 12.3% |
| Vanguard Value ETF Vanguard · ETF Index | $626K | 10.4% |
| Ishares Russell BlackRock · ETF Index | $611K | 10.1% |
| Morgan Stanley Smith Barney Morgan Stanley · Other | $368K | 6.1% |
| Lord Abbett Short Durantion Income Fund Lord Abbett · Mutual fund | $357K | 5.9% |
| iShares Core U.S. Aggregate Bond ETF BlackRock · ETF Index | $271K | 4.5% |
| iShares 3-7 Year Treasury Bond ETF BlackRock · ETF Index | $265K | 4.4% |
| Catalyst Milburn HGD Strategic Morgan Stanley · Other | $261K | 4.3% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.