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6 funds of $250K or more; 7 lines in all, holding $4.4M of the plan's $4.4M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares Core U.S. Aggregate Bond ETF BlackRock · ETF Index | $1.8M | 40.2% |
| Vanguard Total International Bond Index Fund Vanguard · ETF Index | $759K | 17.3% |
| SPDR S&P 500 ETF Trust State Street (SSgA) · Collective trust Index | $443K | 10.1% |
| AB US Low Volatility Equity ETF AllianceBernstein · ETF Index | $431K | 9.8% |
| AB Government Money Market Portfolio AllianceBernstein · Money market | $422K | 9.6% |
| Vanguard Total International Stock Index Fund Vanguard · ETF Index | $379K | 8.6% |
| Federated Hermes Government Obligations Fund Institutional Shares Federated Hermes · Mutual fund | $188K | 4.3% |
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 |
|---|---|---|
Tristan C. Boyles, Ea October Three Consulting LLC Schedule SB | Schedule SB | Pro |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.