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14 funds of $250K or more; 17 lines in all, holding $31.3M of the plan's $41.7M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $8.0M | 25.6% |
| Baird Fds Inc Inter Bd Instl Baird · Mutual fund | $6.0M | 19.3% |
| Vanguard Short-Term Bond ETF Vanguard · ETF Index | $3.3M | 10.4% |
| Money market funds Federated Government Obligations Prem Federated Hermes · Money market | $3.2M | 10.2% |
| Mutual Funds BlackRock FDS II Strg OPP Instl BlackRock · Mutual fund | $2.1M | 6.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 5.1% |
| Guggenheim Limited Duration Instl Guggenheim · Other | $1.6M | 5.0% |
| Allspring Special Mid Cap Value Fund Institutional Class Allspring · Mutual fund | $1.0M | 3.2% |
| Conestoga Fds Small Cap Instl Manager not matched · Other | $965K | 3.1% |
| MFS International Equity Fund MFS (Sun Life) · Mutual fund | $801K | 2.6% |
Added 2 funds, dropped 5 funds, likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| AddedMutual Funds BlackRock FDS II Strg OPP Instl | $2.1M |
| DroppedInvesco S&P 500 Quality ETF | $1.9M |
| AddedAllspring Special Mid Cap Value Fund Institutional Class | $1.0M |
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.