This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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.
| % of plan | |||
|---|---|---|---|
| SCHWAB MANAGED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | $739K | 36.4% |
| T ROWE BLUE CHIP GRTH TR-T1 T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004 | Common Collective Trust | $540K | 26.6% |
| ALLSPRING CORE BOND II CIT SEI TRUST COMPANY · EIN 47-6419204 / PN 001 | Common Collective Trust | $373K | 18.4% |
| SCHWAB MANAGED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | $128K | 6.3% |
| SCHWAB MANAGED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | $127K | 6.3% |
| STEPHENS SMALL CAP GROWTH CIT STEPHENS INVESTEMENT MANAGEMENT GROUP · EIN 84-3345346 / PN 001 | Common Collective Trust | $74K | 3.6% |
| SCHWAB MANAGED RET TR FUND - INCOME CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 005 | Common Collective Trust | $49K | 2.4% |
