| VANGUARD BALANCED INDEX FUND | VANGUARD VALLEY FORGE FUNDS | $10.5M | 1.79% |
| T. Rowe Price Balanced Fund, Inc. | T. Rowe Price Balanced Fund, Inc. | $3.1M | 6.25% |
| Core Bond Portfolio | Core Bond Portfolio | $2.8M | 37.11% |
| Federated Hermes Total Return Bond Fund | Federated Hermes Total Return Series, Inc. | $1.8M | 1.16% |
| Six Circles Global Bond Fund | SIX CIRCLES TRUST | $1.5M | 0.89% |
| PF Managed Bond Fund | Pacific Funds Series Trust | $1.1M | 30.31% |
| Core Fixed Income Fund | MORGAN STANLEY PATHWAY FUNDS | $180K | 0.99% |
| Bernstein Intermediate Duration Institutional Portfolio | BERNSTEIN SANFORD C FUND II INC | $39K | 0.46% |