Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BPAS | 16-1616474 | — | TPA | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | SERVICE PROVIDER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RET INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $12.8M | 89.6% | |
| VOYA Life Insurance and Annuity Company Guaranteed investment contract, 3% | Stable Value | — | — | $1.4M | 9.7% | |
| Schedule 1 Current | Other securities | — | — | $1.3M | 9.0% | |
| JPMorgan LgCp Growth Fnd R6 Pooled separate account - 23,453 units | Pooled Separate Accounts | — | — | $1.3M | 9.0% | |
| Vanguard 500 Index Fund Adm Pooled separate account - 44,881 units | Pooled Separate Accounts | — | — | $1.3M | 9.0% | |
| Vanguard Target Retire 2035 Fd Inv Pooled separate account - 48,452 units | Pooled Separate Accounts | — | — | $1.1M | 8.0% | |
| Schedule 1 Current 1,382,762 | Other securities | — | $1.3M | $1.1M | 7.7% | |
| JPMorgan Equity Income Fund R6 Pooled separate account - 33,026 units | Pooled Separate Accounts | — | — | $1.1M | 7.7% | |
| Vanguard Target Retire 2045 Fd Inv Pooled separate account - 41,609 units | Pooled Separate Accounts | — | — | $1.1M | 7.5% | |
| Vanguard Mid Cap Index Fund Adm Pooled separate account - 30,873 units | Pooled Separate Accounts | — | — | $702K | 4.9% | |
| Vanguard Target Retire 2055 Fd Inv Pooled separate account - 26,389 units | Pooled Separate Accounts | — | — | $683K | 4.8% | |
| American Funds Nw Prspctv R6 Pooled separate account - 19,876 units | Pooled Separate Accounts | — | — | $662K | 4.6% | |
| Vanguard Target Retire 2040 Fd Inv Pooled separate account - 20,350 units | Pooled Separate Accounts | — | — | $505K | 3.5% | |
| American Funds Euro Pacific R6 Pooled separate account - 25,853 units | Pooled Separate Accounts | — | — | $490K | 3.4% | |
| Vanguard Target Retire 2025 Fd Inv Pooled separate account - 22,774 units | Pooled Separate Accounts | — | — | $471K | 3.3% | |
| Vanguard Target Retire 2050 Fd Inv Pooled separate account - 17,426 units | Pooled Separate Accounts | — | — | $452K | 3.2% | |
| American Funds Am Balanced R6 Pooled separate account - 17,154 units | Pooled Separate Accounts | — | — | $440K | 3.1% | |
| value | Other securities | — | $303K | $440K | 3.1% | |
| MFS Mid Cap Growth Fd R6 Pooled separate account - 18,508 units | Pooled Separate Accounts | — | — | $415K | 2.9% | |
| Voya Intermediate Bond Fund R6 Pooled separate account - 32,250 units | Pooled Separate Accounts | — | — | $385K | 2.7% | |
| Vanguard Target Retire 2030 Fd Inv Pooled separate account - 15,379 units | Pooled Separate Accounts | — | — | $339K | 2.4% | |
| Vanguard Target Retire 2060 Fd Inv Pooled separate account - 11,528 units | Pooled Separate Accounts | — | — | $303K | 2.1% | |
| JPMorgan SmCp Growth Fnd R6 Pooled separate account - 16,958 units | Pooled Separate Accounts | — | — | $300K | 2.1% | |
| DFA Infl-Prot Sec Port Ins Pooled separate account - 21,412 units | Pooled Separate Accounts | — | — | $243K | 1.7% | |
| Vanguard Small Cap Index Fund Adm Pooled separate account - 8,019 units | Pooled Separate Accounts | — | — | $172K | 1.2% | |
| maturing through 2028 - | Other securities | — | — | $107K | 0.7% | |
| value | Other securities | — | — | $107K | 0.7% | |
| American Cen Mid Cap Value Fund R6 Pooled separate account - 3,829 units | Pooled Separate Accounts | — | — | $89K | 0.6% | |
| Vanguard Target Retire 2065 Fd Inv Pooled separate account - 4,911 units | Pooled Separate Accounts | — | — | $80K | 0.6% | |
| AmBen Small Cap Value Fund Ins Pooled separate account - 2,270 units | Pooled Separate Accounts | — | — | $65K | 0.5% | |
| Voya Govt Money Market Fund Pooled separate account - 4,526 units | Pooled Separate Accounts | — | — | $58K | 0.4% | |
| Vanguard Target Retire Income Fund Pooled separate account - 2,384 units | Pooled Separate Accounts | — | — | $37K | 0.3% | |
| Vanguard Target Retire 2020 Fd Inv Pooled separate account - 1,137 units | Pooled Separate Accounts | — | — | $22K | 0.2% | |
| Vanguard Target Retire 2070 Fd Inv Pooled separate account - 248 units | Pooled Separate Accounts | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.