Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN CHASE BANK, N.A. | 13-4994650 | — | TRUSTEE | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ELEVANCE HEALTH, INC. | 35-2145715 | — | PLAN ADMINISTRATOR | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Dimensional Fund Advisors (DFA) Enhanced US Large Company | Mutual Funds | — | $5.1M | $5.5M | 34.1% | |
| Diversified Fixed Income | Other securities | — | $4.0M | $3.6M | 22.6% | |
| Intermediate Term Extended Quality | Other securities | — | $4.3M | $3.6M | 22.3% | |
| Large Cap International | Other securities | — | $1.3M | $1.5M | 9.4% | |
| Securities | Real Estate | — | $628K | $767K | 4.8% | |
| Emerging Markets | Other securities | — | $547K | $594K | 3.7% | |
| US Small Cap | Other securities | — | $224K | $329K | 2.0% | |
| International Small Company | Common Stocks | — | $143K | $152K | 0.9% | |
| JP Morgan Interest bearing cash | Cash / Money Market | — | $32K | $32K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
