Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES | — | SPRINGFIELD, MA | NONE | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BPAS | — | UTICA, NY | NONE | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMT 2035 27,415shares | Other securities | — | $27K | $657K | 29.9% | |
| DODGE & COX INCOME FUND 23 shares 285 FEDERATED HERMES INSTL HIYD BD 33 shares 294 FIDELITY BALANCED 9,740 shares | Other securities | — | $10K | $288K | 13.1% | |
| VANGUARD LIFESTRAT MOD GROWTH 8,912 shares | Other securities | — | $9K | $279K | 12.7% | |
| VANGUARD TARGET RETIREMT 2055 2,014 shares | Other securities | — | $2K | $112K | 5.1% | |
| VANGUARD 500 INDEX ADMIRAL 201 shares | Other securities | — | — | $109K | 5.0% | |
| VANGUARD TARGET RETIREMT 2045 3,652 shares | Other securities | — | $4K | $108K | 4.9% | |
| VANGUARD MID-CAP INDEX ADMIRAL 246 shares | Other securities | — | — | $81K | 3.7% | |
| VANGUARD SMALL-CAP INDEX ADM 681 shares | Other securities | — | — | $78K | 3.6% | |
| VANGUARD GROWTH INDEX ADMIRAL 299 shares | Other securities | — | — | $63K | 2.9% | |
| AMERICAN FUNDS NW PRSPCTV R5 905 shares | Other securities | — | — | $56K | 2.6% | |
| VANGUARD TTL INTL STK IND ADM 1,492 shares | Other securities | — | $1K | $47K | 2.2% | |
| VANGUARD TARGET RETIREMT 2065 1,397 shares | Other securities | — | $1K | $47K | 2.1% | |
| VANGUARD LIFE STRATEGY GROWTH 911 shares | Other securities | — | — | $40K | 1.8% | |
| VANGUARD TARGET RETIREMT 2025 1,909 shares | Other securities | — | $2K | $36K | 1.6% | |
| AMERICAN FUNDS AMER MTUAL R5 633 shares | Other securities | — | — | $35K | 1.6% | |
| VANGUARD TARGET RETIREMT 2060 538 shares | Other securities | — | — | $28K | 1.3% | |
| VANGUARD FEDERAL MONEY MARKET 23,545 shares | Cash / Money Market | — | $24K | $24K | 1.1% | |
| DFA INTERM GOVT FIXED INCOME 2,131 shares | Other securities | — | $2K | $23K | 1.0% | |
| VANGUARD TARGET RETIREMT 2050 350 shares | Other securities | — | — | $17K | 0.8% | |
| Participant Loans Interest rate 5.75% to 9.50% | Bonds / Notes | — | — | $17K | 0.8% | |
| VANGUARD REAL ESTATE INDEX ADM 106 shares | Other securities | — | — | $13K | 0.6% | |
| VANGUARD TARGET RETIREMT 2040 310 shares | Other securities | — | — | $13K | 0.6% | |
| VANGUARD SMALLCAP GRTH IND ADM 118 shares | Other securities | — | — | $12K | 0.5% | |
| VANGUARD TARGET RETIREMT 2030 136 shares | Other securities | — | — | $5K | 0.2% | |
| MFS MID CAP GROWTH R6 69 shares | Other securities | — | — | $2K | <0.1% | |
| DFA US TARGETED VALUE I 62 shares | Other securities | — | — | $2K | <0.1% | |
| VANGUARD SELECTED VALUE 57 shares | Other securities | — | — | $2K | <0.1% | |
| VANGUARD LIFE STRATEGY INCOME 81 shares | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
