# Meeder Public Funds, Inc.

> Meeder Public Funds, Inc. is an SEC-registered investment advisory firm in Dublin, OH, registered since 1990, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 11, 2026.

- CRD: 106816
- Filed as: MEEDER PUBLIC FUNDS, INC.
- Also doing business as: MEEDER INVESTMENT MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dublin, OH
- Filing period: October 2026
- Form ADV filing dated: August 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106816
- AdvisorCensus page: https://advisorcensus.com/firm/meeder-public-funds-inc-dublin-oh-106816

## Quick answers

**How is Meeder Public Funds, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Meeder Public Funds, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Meeder Public Funds, Inc. located?**
Meeder Public Funds, Inc.'s principal office is in Dublin, OH, according to its Form ADV; the September 2026 filing also lists 7 other offices (Schedule D, Section 1.F).

**Is Meeder Public Funds, Inc. registered with the SEC or a state?**
Meeder Public Funds, Inc. is an SEC-registered investment advisory firm, registered since 1990. Status as filed: Approved. CRD 106816.

**How much does Meeder Public Funds, Inc. manage?**
Meeder Public Funds, Inc. reports $70,162,169,136 in regulatory assets under management in its Form ADV filing dated August 11, 2026 (77% discretionary).

**How have Meeder Public Funds, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Meeder Public Funds, Inc.: Regulatory assets under management: $16,236,380,559 in the October 2021 data and $70,162,169,136 in the October 2026 data, up 332%. Total employees: 39 in October 2021 and 77 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Meeder Public Funds, Inc. serve?**
By number of clients on Form ADV Item 5.D: state or municipal government entities (including government pension plans) (529); corporations or other businesses not listed above (19); banking or thrift institutions (17).

**Which custodians does Meeder Public Funds, Inc. use?**
Meeder Public Funds, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Principal Financial Group and US Bank as custodians holding 10% or more of its separately managed account assets.

**Does Meeder Public Funds, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106816

**What changed in Meeder Public Funds, Inc.'s recent Form ADV filings?**
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Principal Financial Group
- US Bank

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $70,162,169,136
- Discretionary: $54,340,959,607
- Non-discretionary: $15,821,209,529

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $10,708,421 |
| Banking or thrift institutions | 17 | $325,330,708 |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $3,795,184,359 |
| Charitable organizations | 14 | $593,332,210 |
| State or municipal government entities (including government pension plans) | 529 | $64,861,279,839 |
| Corporations or other businesses not listed above | 19 | $576,333,599 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 1990 (36 years)
- Employees: 77 total, 58 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AZ, CA, CO, FL, HI, IA, ID, IL, IN, KY, LA, ME, MI, MN, MO, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Austin, TX
- Denver, CO
- Farmington, UT
- Lansing, MI
- Las Vegas, NV
- Long Beach, CA
- Phoenix, AZ

### Websites listed on Form ADV (Item 1.I)
- [meederinvestment.com](https://meederinvestment.com)
- [texas-connect.com](https://texas-connect.com)
- Facebook @meederinvestment
- Instagram @meederinvestment
- LinkedIn @meeder-investment-management
- LinkedIn @meederpublicfunds
- LinkedIn @texas-connect
- X @MeederIM
- YouTube @meederinvestmentmanagement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $16,236,380,559 | 39 | July 27, 2021 |
| October 2022 | $18,915,097,970 | 46 | September 8, 2022 |
| October 2023 | $25,371,529,349 | 48 | August 9, 2023 |
| October 2024 | $54,569,476,420 | 48 | July 12, 2024 |
| October 2025 | $59,252,706,118 | 51 | March 28, 2025 |
| October 2026 | $70,162,169,136 | 77 | August 11, 2026 |

Regulatory assets under management: $16,236,380,559 in the October 2021 data and $70,162,169,136 in the October 2026 data, up 332%.
Total employees: 39 in October 2021 and 77 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### July 2026
- Employees performing advisory functions went from 52 to 58.
- Changed its office addresses in Denver, CO.
- Added an office in Farmington, UT.
- No longer lists an office in Salt Lake City, UT.

### March 2026
- Employees performing advisory functions went from 34 to 52.

### January 2026
- Added an office in Phoenix, AZ.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Registered or notice-filed in IA, NE.

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Meeder Public Funds, Inc. (CRD 106816): Form ADV filing data as of October 2026.