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12 funds of $250K or more; 13 lines in all, holding $27.2M of the plan's $27.2M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $8.7M | 32.1% |
| PIMCO Long-Term Credit Bond Fund PIMCO (Allianz) · Mutual fund | $3.6M | 13.4% |
| Nomura Extended Duration Bond Fund Macquarie / Nomura · Mutual fund | $3.6M | 13.3% |
| Blackstone Alternative Multi-Strategy Fund Blackstone · Mutual fund | $2.0M | 7.3% |
| MassMutual Mid Cap Growth Fund MassMutual · Mutual fund | $1.6M | 6.1% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Mutual fund | $1.6M | 5.9% |
| Eupac Fund Capital Group · Mutual fund | $1.5M | 5.3% |
| T. Rowe Price Overseas Stock Fund T. Rowe Price · Mutual fund | $1.4M | 5.3% |
| Real Estate Securities Fund Principal · Mutual fund | $757K | 2.8% |
| SmallCap Growth Fund I Principal · Mutual fund | $725K | 2.7% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Philip Bonanno Grant Thornton Advisors LLC Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.