Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANCO POPULAR | 66-0561870 | — | TRUSTEE | $115K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $139K | — |
| MITCHELL & TITUS, LLP | 13-2781641 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Intermediate-Term Investment-Grade Fund | Mutual Funds | — | $8.5M | $7.9M | 39.0% | |
| Vanguard Global Equity Fund | Mutual Funds | — | $3.4M | $4.9M | 24.0% | |
| Vanguard Long-Term Investment-Grade Fund | Mutual Funds | — | $5.5M | $4.1M | 20.0% | |
| Vanguard Short- Term Investment- Grade Fund | Mutual Funds | — | $3.1M | $3.0M | 14.5% | |
| Banco Popular de Puerto Rico | Other securities | — | $237K | $237K | 1.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $21K |
| — |
