Filings through .
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1 fund of $250K or more; 2 lines in all, holding $470K of the plan's $47.7M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Cliffwater Corporate Lending Fund Manager not matched · Collective trust | $390K | 83.0% |
| Vanguard Short-Term Corporate Bond Index Fund Vanguard · Mutual fund | $80K | 17.0% |
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.