Filings through .
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4 funds hold $7.1M of the plan's $7.3M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray DB Growth Portfolio Manager not matched · Collective trust | $2.9M | 40.7% |
| Allspring Core Bond Fund Allspring · Mutual fund | $1.7M | 23.9% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund | $1.3M | 18.0% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 17.4% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedGreat Gray DB Growth Portfolio | $2.9M |
| DroppedCommon/Collective Trust Great Gray | $2.7M |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Kathleen Brophy Willis Towers Watson US LLC Schedule SB | Schedule SB | Pro |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.