Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS | 04-2647786 | — | RECORDKEEPER | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $11K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group, Inc. | Common Stock | — | — | $2.1M | 10.2% | |
| The Vanguard Group, Inc. | Common Stock | — | — | $1.6M | 7.6% | |
| Various | Other securities | — | — | $1.6M | 7.6% | |
| The Vanguard Group, Inc. | Common Stock | — | — | $1.4M | 6.7% | |
| The Vanguard Group, Inc. | Common Stock | — | — | $1.4M | 6.6% | |
| The Vanguard Group, Inc. | Common Stock | — | — | $1.3M | 6.3% | |
| The Vanguard Group, Inc. | Common Stock | — | — | $1.3M | 6.2% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENT MANAGEMENT, LLC · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $1.2M | 5.8% | |
| Putnam Investment Management, LLC | Other securities | — | — | $1.2M | 5.8% | |
| Pacific Investment Management Co, LLC | Common Stock | — | — | $1.2M | 5.7% | |
| The Vanguard Group, Inc. | Common Stock | — | — | $921K | 4.5% | |
| The Vanguard Group, Inc. | Common Stock | — | — | $793K | 3.9% | |
| JPMorgan Investment Management, Inc. | Common Stock | — | — | $749K | 3.6% | |
| The Vanguard Group, Inc. | Common Stock | — | — | $736K | 3.6% | |
| The Vanguard Group, Inc. | Common Stock | — | — | $678K | 3.3% | |
| VFTC INST 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $678K | 3.3% | |
| The Vanguard Group, Inc. | Common Stock | — | — | $644K | 3.1% | |
| The Vanguard Group, Inc. | Common Stock | — | — | $630K | 3.1% | |
| The Vanguard Group, Inc. | Common Stock | — | — | $621K | 3.0% | |
| The Vanguard Group, Inc. | Common Stock | — | — | $459K | 2.2% | |
| The Vanguard Group, Inc. | Common Stock | — | — | $438K | 2.1% | |
| American Funds Distributors, Inc. | Common Stock | — | — | $332K | 1.6% | |
| The Vanguard Group, Inc. | Common Stock | — | — | $104K | 0.5% | |
| The Vanguard Group, Inc. | Common Stock | — | — | $103K | 0.5% | |
| The Vanguard Group, Inc. | Common Stock | — | — | $63K | 0.3% | |
| VFTC INST TOT BOND MRKT INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $63K | 0.3% | |
| VFTC INST TOT STK MRKT INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6316167 / PN 001 | Common Collective Trust | — | — | $43K | 0.2% | |
| The Vanguard Group, Inc. | Common Stock | — | — | $43K | 0.2% | |
| The Vanguard Group, Inc. | Common Stock | — | — | $35K | 0.2% | |
| The Vanguard Group, Inc. | Common Stock | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
