Filings through .
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7 funds of $250K or more; 15 lines in all, holding $4.6M of the plan's $8.0M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares Core S&P 500 ETF BlackRock · ETF Index | $969K | 21.0% |
| iShares MSCI EAFE ETF BlackRock · ETF Index | $770K | 16.7% |
| iShares Core S&P Mid-Cap ETF BlackRock · ETF Index | $558K | 12.1% |
| iShares MSCI Emerging Markets ETF BlackRock · ETF Index | $436K | 9.4% |
| Freddie Mac Gold Pool FG G Manager not matched · Other | $415K | 9.0% |
| iShares Core S&P Small-Cap ETF BlackRock · ETF Index | $381K | 8.3% |
| Mutual AND Money Market Funds PIMCO International Bond Fund U.S. PIMCO International Bond PIMCO (Allianz) · Money market | $260K | 5.6% |
| Vanguard S/T Bond Index Fund Vanguard Short-Term Bond Index Fund Vanguard · Mutual fund Index | $228K | 4.9% |
| Artisan High Income Fund Artisan Partners · Mutual fund | $195K | 4.2% |
| BrandywineGLOBAL Mutual Funds Manager not matched · Mutual fund | $190K | 4.1% |
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 |
|---|---|---|
Daniel P Lucas, Fca, Ea, Maaa Futureplan by Ascensus Schedule SB | Schedule SB | Pro |
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.