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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON10+ years Filed as: U.S. BANK N.A. Service code 18 555 SW OAK ST. · PORTLAND, OR 97204 | Custodial (other than securities) | $35,095 |
7 funds hold $94.8M of the plan's $96.9M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| PIMCO Long Duration Total Return Fund PIMCO (Allianz) · Mutual fund | $32.7M | 34.5% |
| Vanguard Long-Term Bond Index Fund Vanguard · Mutual fund Index | $32.6M | 34.4% |
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $13.0M | 13.7% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $8.2M | 8.7% |
| Real estate fund Clarion Franklin Templeton · Mutual fund | $5.3M | 5.6% |
| Vanguard Inflation-Protected Securities Fund Vanguard · Mutual fund | $2.3M | 2.4% |
| First American Government Obligations Fund Manager not matched · Money market | $626K | 0.7% |
Covers 60,908 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 |
|---|---|---|
Scott D. Preppernau Milliman, Inc. Schedule SB | Schedule SB | Pro |
Annual investment return is in the bottom quintile of the peer cohort.
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.