Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $15K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VFTC INSTITUTIONAL 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $2.1M | 19.1% | |
| American Funds New Perspective Fund Mutual fund | Other securities | — | — | $1.2M | 11.4% | |
| Dodge & Cox Income Fund Mutual fund | Other securities | — | — | $1.0M | 9.5% | |
| Vanguard Mid-Cap Index Fund Mutual fund | Other securities | — | — | $923K | 8.4% | |
| American Funds 2050 Target Date Retirement Fund Mutual fund | Other securities | — | — | $753K | 6.9% | |
| Vanguard Small-Cap Index Fund Mutual fund | Other securities | — | — | $688K | 6.3% | |
| Vanguard Windsor II Fund Mutual fund | Other securities | — | — | $653K | 6.0% | |
| T.Rowe Price Growth Stock Fund Mutual fund | Other securities | — | — | $557K | 5.1% | |
| American Funds 2055 Target Date Retirement Fund Mutual fund | Other securities | — | — | $415K | 3.8% | |
| American Funds 2045 Target Date Retirement Fund Mutual fund | Other securities | — | — | $363K | 3.3% | |
| Fidelity Diversified International Fund Mutual fund | Other securities | — | — | $361K | 3.3% | |
| VFTC INST TOT BOND MRKT INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $321K | 2.9% | |
| American Funds 2030 Target Date Retirement Fund Mutual fund | Other securities | — | — | $310K | 2.8% | |
| 9.50% maturing through September 2032 - | Bonds / Notes | — | — | $245K | 2.2% | |
| American Funds 2035 Target Date Retirement Fund Mutual fund | Other securities | — | — | $238K | 2.2% | |
| American Funds 2040 Target Date Retirement Fund Mutual fund | Other securities | — | — | $202K | 1.8% | |
| Fidelity Government Cash Reserves Fund Mutual fund | Cash / Money Market | — | — | $201K | 1.8% | |
| American Funds 2060 Target Date Retirement Fund Mutual fund | Other securities | — | — | $125K | 1.1% | |
| American Funds 2020 Target Date Retirement Fund Mutual fund | Other securities | — | — | $92K | 0.8% | |
| American Funds 2025 Target Date Retirement Fund Mutual fund | Other securities | — | — | $81K | 0.7% | |
| American Funds 2015 Target Date Retirement Fund Mutual fund | Other securities | — | — | $41K | 0.4% | |
| American Funds 2065 Target Date Retirement Fund Mutual fund | Other securities | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
