Filings through .
Filed February 25, 2020
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9 funds hold $34.6M of the plan's $35.0M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mercer US Lg Cap Passive Eq Ctf 410 Marsh McLennan (Mercer) · Collective trust Index | $10.3M | 29.7% |
| Mercer Active Long Corp Inv Ctf 600 Marsh McLennan (Mercer) · Collective trust | $6.8M | 19.5% |
| Mercer Long Strips Fixed In Marsh McLennan (Mercer) · Collective trust | $5.2M | 14.9% |
| Mercer Non-US Core Eq Ctf 330 Marsh McLennan (Mercer) · Collective trust | $4.7M | 13.5% |
| Mercer Opp Fixed Income Ct 640 Marsh McLennan (Mercer) · Collective trust | $2.3M | 6.7% |
| Mercer Emerging Markets Eq Ctf 425 Marsh McLennan (Mercer) · Collective trust | $2.1M | 5.9% |
| CF Mercer US Core Real Estate Portfolio Marsh McLennan (Mercer) · Collective trust | $1.6M | 4.6% |
| Mercer US Sml/Mid Cap Grw Eq Ct 310 Marsh McLennan (Mercer) · Collective trust | $1.3M | 3.7% |
| First American Treasury Obligations Fund Class Z U.S. Bancorp (First American) · Mutual fund | $497K | 1.4% |
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 70,940 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 |
|---|---|---|
Thomas W. Kadlec Mercer Schedule SB | Schedule SB | Pro |
The auditor signed off without reservation. This is the cleanest opinion.