Filings through .
Filed December 14, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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4 funds hold $190K of the plan's $15.0M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund | $57K | 30.2% |
| TCW Metwest Total Return Bond Fund Class I TCW · Mutual fund | $48K | 25.2% |
| Franklin Income - Advisor Franklin Templeton · Mutual fund | $46K | 24.4% |
| Lord Abbett Short Duration Income Fund Class F Lord Abbett · Mutual fund | $38K | 20.2% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.