Filings through .
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1 fund of $250K or more; 14 lines in all, holding $683K of the plan's $938K. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| PIMCO Low Duration Fund II Institutional PIMCO (Allianz) · Separate account | $253K | 37.1% |
| Voya Short Duration Bond Fund Class R6 Voya · Separate account | $150K | 22.0% |
| Invesco Floating Rate ESG F R6 Invesco · Separate account | $75K | 11.0% |
| Vangrd Tot Int Stk In F Adm Vanguard · Separate account | $34K | 5.0% |
| Eaton Vance Inc Fd of Bstn R6 Morgan Stanley · Separate account | $34K | 5.0% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Separate account | $21K | 3.0% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Separate account | $20K | 3.0% |
| American Funds Wash Mutual R6 Capital Group · Separate account | $20K | 3.0% |
| MFS Growth Fund R6 MFS (Sun Life) · Separate account | $20K | 3.0% |
| AB Global Bond Fund, INC. Class Z AllianceBernstein · Separate account | $14K | 2.0% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Philip M. Allen Nova 401(k) Associates Schedule SB | Schedule SB | Pro |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.