Filings through .
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4 funds of $250K or more; 6 lines in all, holding $7.9M of the plan's $20.7M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mercer LNG DUR INV GRD Crdt Marsh McLennan (Mercer) · Other | $5.5M | 70.2% |
| Mercer US Large CAP Pass EQ Marsh McLennan (Mercer) · Other | $1.1M | 13.4% |
| Mercer NON-US Core Equity Marsh McLennan (Mercer) · Other | $478K | 6.1% |
| US Govt Bond Index Manager not matched · Mutual fund Index | $475K | 6.0% |
| Mercer Emrg Markets Equity Marsh McLennan (Mercer) · Other | $209K | 2.6% |
| Mercer US Small/MID CAP Equity Marsh McLennan (Mercer) · Other | $128K | 1.6% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 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 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 |
|---|---|---|
Kevin Bills Mercer Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.