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9 funds of $250K or more; 10 lines in all, holding $10.7M of the plan's $14.2M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Ishares Barclays Aggregate Bond Fund BlackRock · ETF | $2.1M | 19.9% |
| iShares Core S&P 500 BlackRock · ETF Index | $1.6M | 14.8% |
| AB Income Fund AllianceBernstein · Mutual fund | $1.3M | 11.9% |
| AB Global Strategic Core Fund AllianceBernstein · Collective trust | $1.1M | 10.0% |
| Vanguard Total International Bond Index Fund Vanguard · Mutual fund Index | $1.1M | 9.9% |
| AB Conservative Buffer ETF AllianceBernstein · Mutual fund | $1.1M | 9.9% |
| AB Global Bond Fund, Inc. AllianceBernstein · Mutual fund | $1.1M | 9.9% |
| AB Short Duration High Yield Portfolio AllianceBernstein · Mutual fund | $845K | 7.9% |
| iShares MSCI Total International Stock Fund BlackRock · ETF | $528K | 4.9% |
| AB Fixed Income Fund AllianceBernstein · Mutual fund | $97K | 0.9% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Courtney A. Bach, Asa, Ea October Three Consulting LLC Schedule SB | Schedule SB | Pro |
The auditor signed off without reservation. This is the cleanest opinion.