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.
4 funds of $250K or more; 8 lines in all, holding $3.5M of the plan's $3.5M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Short Term Corporate ETF Vanguard · ETF Index | $983K | 28.4% |
| Lord Abbett Short Dur Inc Fd Lord Abbett · Mutual fund | $727K | 21.0% |
| Vanguard Total Bond Market Index Fund Vanguard · ETF Index | $613K | 17.7% |
| Vanguard Intermed Term Bd ETF Vanguard · ETF Index | $599K | 17.3% |
| Allspring Short-Term Bond Plus Fund Allspring · Mutual fund | $240K | 6.9% |
| Vanguard Short-Term Bond ETF Vanguard · ETF Index | $224K | 6.5% |
| Broadridge Money Market Portfolio Manager not matched · Money market | $47K | 1.4% |
| Money Market Mutual Fund Manager not matched · Money market | $24K | 0.7% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Lawrence Brisman, Ea, Maaa, Msea Intac Actuarial Services, Inc. Schedule SB | Schedule SB | Pro |