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4 funds hold $6.2M of the plan's $15.5M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Total mutual funds Manager not matched · Mutual fund | $2.9M | 46.7% |
| Transamerica Short-Term Bond Transamerica (Aegon) · Mutual fund | $2.1M | 34.1% |
| Putnam Ultra Short Duration Income Fund Franklin Templeton · Mutual fund | $775K | 12.6% |
| Federated Hermes Treasury Obligations Fund Federated Hermes · Money market | $410K | 6.7% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.