Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
11 funds hold $75.8M of the plan's $67.2M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $17.8M | 23.5% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $10.3M | 13.7% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund Index | $10.2M | 13.5% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $10.2M | 13.4% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $6.2M | 8.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.6M | 6.1% |
| Prudential Long Corporate Bond Prudential (PGIM) · Separate account | $4.6M | 6.1% |
| Long Duration Bond/IR&M Fund Manager not matched · Separate account | $4.6M | 6.1% |
| Vanguard REIT Index Admiral Vanguard · Mutual fund Index | $3.7M | 4.8% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $2.3M | 3.1% |
Added 2 funds.
| Fund | Year-end value |
|---|---|
| AddedPrudential Long Corporate Bond | $4.6M |
| AddedPgim High Yield Fund Class R6 | $2.3M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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 61,314 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 |
|---|---|---|
Eric PERS F.S.A., E.A. Empower Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.