Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAV-RX | 47-0527013 | FREEMONT, NE | NONE | $1.4M | — |
| LABOR FIRST LLC | — | MT. LAUREL, NJ | NONE | $577K | — |
| ZENITH AMERICAN |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 960 SPDR S&P 500 Mutual Fund | Other securities | — | $202K | $563K | 14.3% | |
| Shares 695 iSHARES Core S&P 500 Mutual Fund | Other securities | — | $157K | $409K | 10.4% | |
| 440 iSHARES Russell 1000 Mutual Fund | Other securities | — | $44K | $177K | 4.5% | |
| 175,000 US Treas Nt; 5.0% due 10/31/25 U.S. Government Security | U.S. Treasuries | — | $176K | $176K | 4.5% | |
| 175,000 US Treas Nt; 4.25% due 5/31/25 U.S. Government Security | U.S. Treasuries | — | $173K | $175K | 4.4% | |
| Units * 174,322 Schwab Money Market Fund Money Market Funds | Cash / Money Market | — | $174K | $174K | 4.4% | |
| 75,000 US Treas Bill; due 2/20/25 U.S. Government Security | U.S. Treasuries | — | $72K | $75K | 1.9% | |
| 165 Vanguard Small Cap Mutual Fund | Other securities | — | $19K | $40K | 1.0% | |
| 175 iSHARES Russell Mid Cap Mutual Fund | Other securities | — | $8K | $15K | 0.4% | |
| 10,538 Schwab Treasury Obligation Money Market Fund Money Market Funds | Cash / Money Market | — | $11K | $11K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 52-1590516 |
| WALLINGFORD, CT |
| NONE |
| $330K |
| — |
| HARTFORD LIFE INSURANCE | — | HARTFORD, CT | NONE | $105K | — |
| DAVIS VISION | 11-3051991 | PLAINVIEW, NY | NONE | $98K | — |
| ZELIS CLAIMS INTEGRITY | — | BEDMINSTER, NJ | NONE | $81K | — |
| SEGAL COMPANY | 13-1835864 | BOSTON, MA | NONE | $59K | — |
| ROBERT M. CHEVERIE & ASSOCIATES P.C | 06-1335139 | EAST HARTFORD, CT | NONE | $40K | — |
| BEERS HAMERMAN COHEN & BURGER PC | 47-2517893 | NEW HAVEN, CT | NONE | $20K | — |
| BRADLEY, FOSTER, & SARGENT | — | HARTFORD, CT | NONE | $16K | — |
| CT COALITION OF TAFT HARTLEY PLANS | — | HARTFORD, CT | NONE | $16K | — |
| EPIC HEARING HEALTHCARE | — | EDEN PRAIRIE, MN | NONE | $13K | — |
| LOWER HUDSON VALLEY E.A.P. | 13-3240307 | YORKTOWN HEIGHTS, NY | NONE | $9K | — |
| NOVAK FRANCELLA | 61-1436956 | KILLINGWORTH, CT | NONE | $6K | — |
