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6 funds of $250K or more; 13 lines in all, holding $4.5M of the plan's $4.7M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Collective Investment Trusts I R & M Long Corp Collect Fund CI Nd Manager not matched · Collective trust | $1.2M | 26.4% |
| SSgA US Treasury Index NI Ctf State Street (SSgA) · Collective trust Index | $454K | 10.2% |
| SSgA Long US Treasury Index NI Fund State Street (SSgA) · Mutual fund Index | $437K | 9.8% |
| SSgA S&P 500 Flagship NI Fund State Street (SSgA) · Mutual fund Index | $409K | 9.2% |
| Nepc Global Equity CIT-Class A Manager not matched · Collective trust | $402K | 9.0% |
| Wtc-Cif Intermediate Credit II Wellington · Other | $339K | 7.6% |
| Nepc Diversified Credit CIT - CI A Manager not matched · Collective trust | $248K | 5.6% |
| SSgA Ftse Rafi US State Street (SSgA) · Other | $236K | 5.3% |
| PIMCO All Asset Fund Institutional PIMCO (Allianz) · Mutual fund | $180K | 4.0% |
| Nepc US Small Cap Equity CIT - Class A Manager not matched · Collective trust | $168K | 3.8% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Brian Johaniuk-Milliman Mercer Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.