Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED PLANNERS FINANCIAL SERVICES | 86-0588303 | SCOTTSDALE, AZ | ADVISOR | $32K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ARPG Focused (Aggressive Growth) Strategy; 111,640.8102 shares | Other securities | — | — | $1.6M | 20.8% | |
| BlackRock Sustainable Balanced Fund Class K; 47,767.2070 shares | Other securities | — | — | $1.2M | 16.2% | |
| JPMorgan U.S. Equity Fund Class R6; 27,739.2790 shares | Other securities | — | — | $693K | 9.1% | |
| Fidelity 500 Index; 2,764.4930 shares | Other securities | — | — | $564K | 7.4% | |
| American Funds American Century Ultra R6; 5,561.1410 shares | Other securities | — | — | $560K | 7.3% | |
| Fidelity Mid Cap Index; 15,040.2680 shares | Other securities | — | — | $508K | 6.6% | |
| Vanguard Developed Markets Index Fund Admiral Shares; 23,670.2187 shares | Other securities | — | — | $364K | 4.8% | |
| ARPG Prosperity (Growth) Stategy; 18,960.9919 shares | Other securities | — | — | $261K | 3.4% | |
| Lord Abbett Lord Abbett Short Duration Income Fund Class R6; 64,481.3620 shares | Other securities | — | — | $249K | 3.3% | |
| DFA US Small Cap Portfolio Inst Class; 4,625.5730 shares | Other securities | — | — | $226K | 3.0% | |
| Dodge & Cox Dodge & Cox Stock Fund Class X; 826.6750 shares | Other securities | — | — | $213K | 2.8% | |
| JPMorgan Mid Cap Growth Fund Class R6; 3,961.9610 shares | Other securities | — | — | $205K | 2.7% | |
| Fidelity Advisor International Discovery Fund; 4,146.8830 shares | Other securities | — | — | $197K | 2.6% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares; 3,995.0258 shares | Other securities | — | — | $147K | 1.9% | |
| JPMorgan Core Bond Fund Class R6; 7,229.1530 shares | Other securities | — | — | $73K | 1.0% | |
| First Eagle First Eagle Global Fund Class R6; 851.6800 shares | Other securities | — | — | $57K | 0.8% | |
| PGIM High Yield Fund Class R6; 9,635.8630 shares | Other securities | — | — | $46K | 0.6% | |
| DFA US Targeted Value Portfolio Inst Class; 1,267.4129 shares | Other securities | — | — | $44K | 0.6% | |
| Fidelity Nasdaq Composite Index Fund; 124.8980 shares | Other securities | — | — | $31K | 0.4% | |
| DFA Real Estate Securities Portfolio Inst Class; 461.6950 shares | Other securities | — | — | $19K | 0.2% | |
| DFA US Vector Equity Portfolio Inst Class; 460.7050 | Other securities | — | — | $13K | 0.2% | |
| ARPG Dignity (Moderate Conservative) Strategy; 677.3080 shares | Other securities | — | — | $7K | <0.1% | |
| Neuberger Berman Neuberger Berman Large Cap Value Fund Class R6; 111.4840 shares | Other securities | — | — | $5K | <0.1% | |
| Victory Capital Victory Core Plus Intermediate Bond Fund R6; 362.7800 shares | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
