Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST NATIONAL CORPORATION | 04-2541452 | — | ADVISORY | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| John Hancock JHancock Multi-Idx 2030 Lifetime R6 | Other securities | — | — | $2.1M | 20.1% | |
| John Hancock JHancock Multi-Idx 2035 Lifetime R6 | Other securities | — | — | $1.1M | 11.0% | |
| John Hancock JHancock Multi-Idx 2040 Lifetime R6 | Other securities | — | — | $1.1M | 10.6% | |
| John Hancock JHancock Multi-Idx 2045 Lifetime R6 | Other securities | — | — | $825K | 7.9% | |
| John Hancock JHancock Multi-Idx 2010 Lifetime R6 | Other securities | — | — | $717K | 6.9% | |
| John Hancock JHancock Multi-Idx 2025 Lifetime R6 | Other securities | — | — | $664K | 6.3% | |
| John Hancock JHancock Multi-Idx 2055 Lifetime R6 | Other securities | — | — | $494K | 4.7% | |
| John Hancock JHancock Multi-Idx 2050 Lifetime R6 | Other securities | — | — | $482K | 4.6% | |
| John Hancock JHancock Multi-Idx 2060 Lifetime R6 | Other securities | — | — | $451K | 4.3% | |
| Participants Notes Receivable with interest an rates of 4.25% to 9.50% | Bonds / Notes | — | — | $438K | 4.2% | |
| John Hancock JHancock Multi-Idx 2015 Lifetime R6 | Other securities | — | — | $403K | 3.9% | |
| Transamerica Life Ins Co Transamerica Stbl Val Core Op | Common Stock | — | — | $346K | 3.3% | |
| John Hancock JHancock Multi-Idx 2020 Lifetime R6 | Other securities | — | — | $255K | 2.4% | |
| John Hancock JHancock Multi-Idx 2065 Lifetime R6 | Other securities | — | — | $222K | 2.1% | |
| Fidelity 500 Index | Other securities | — | — | $202K | 1.9% | |
| Fidelity Small Cap Index | Other securities | — | — | $98K | 0.9% | |
| Nuveen Social Ch Intl Eq Instl | Other securities | — | — | $76K | 0.7% | |
| Fidelity Mid Cap Index | Other securities | — | — | $75K | 0.7% | |
| PIMCO Inc Instl | Common Stock | — | — | $54K | 0.5% | |
| Cohen & Steers Cohen & Steers Real Estate Sec Z | Other securities | — | — | $53K | 0.5% | |
| BlackRock Tech Opp K | Other securities | — | — | $47K | 0.4% | |
| Fidelity Extended Market Index | Other securities | — | — | $45K | 0.4% | |
| PIMCO Real Return Instl | Other securities | — | — | $35K | 0.3% | |
| MFS Mid Cap Val R6 | Other securities | — | — | $26K | 0.2% | |
| Dimensional DFA US Lg Cap Val I | Other securities | — | — | $19K | 0.2% | |
| First Eagle First Eagle Overseas R6 | Other securities | — | — | $18K | 0.2% | |
| American Funds American Funds New World R6 | Other securities | — | — | $17K | 0.2% | |
| T. Rowe Price T. Rowe Price All-Cap Opp I | Other securities | — | — | $17K | 0.2% | |
| Eagle Carillon Eagle Mid Cap Gr R6 | Other securities | — | — | $8K | <0.1% | |
| Baron Discovery Instl | Other securities | — | — | $6K | <0.1% | |
| Federated Hermes l High Yld Bd R6 | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
