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12 funds hold $110K of the plan's $25.9M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Short Term Bnd (Bsv) Vanguard · Mutual fund | $31K | 28.2% |
| Ishares Core Universal (Iusb) BlackRock · ETF | $27K | 24.7% |
| Dimensional Gbl Cre Pls (Dfgp) Dimensional · Mutual fund | $19K | 17.3% |
| Dimensional U.S. Core (Dfac) Dimensional · Mutual fund | $8K | 7.3% |
| Avantis Internatnl SML (Avdv) Exchange-Traded Funds Manager not matched · Mutual fund | $4K | 3.7% |
| Ishares MSCI USA Momntum (Mtum) BlackRock · ETF | $4K | 3.6% |
| Dimensional US High (Duhp) Dimensional · Mutual fund | $4K | 3.6% |
| Dimensional Intern Core (Dfic) Dimensional · Mutual fund | $4K | 3.6% |
| Symmetry Panoramic (Smom) Manager not matched · Mutual fund | $3K | 3.1% |
| Dimensional Emerg Mark (Dfem) Dimensional · Mutual fund | $2K | 2.2% |
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.
The auditor signed off without reservation. This is the cleanest opinion.