Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S SHARES Vanguard Inst Index Fund | Mutual Funds | — | $54K | $25.7M | 14.4% | |
| Vanguard Target Retirement 2035 | Other securities | — | $643K | $15.4M | 8.6% | |
| Vanguard Target Retirement 2045 | Other securities | — | $507K | $15.1M | 8.4% | |
| Vanguard Target Retirement 2050 | Other securities | — | $289K | $14.4M | 8.1% | |
| Vanguard Target Retirement 2040 | Other securities | — | $325K | $14.0M | 7.8% | |
| Vanguard Target Retirement 2030 | Other securities | — | $357K | $13.5M | 7.6% | |
| Vanguard R1000 Grade Index | Other securities | — | $14K | $11.4M | 6.4% | |
| Vanguard Target Retirement 2025 | Other securities | — | $548K | $10.2M | 5.7% | |
| Vanguard Small Cap Index Admiral Shares | Other securities | — | $58K | $6.7M | 3.7% | |
| Vanguard Mid Cap Index Fund Admiral Shares | Other securities | — | $76K | $5.5M | 3.1% | |
| Vanguard Target Retirement 2055 | Other securities | — | $97K | $5.4M | 3.0% | |
| Vanguard Target Retirement 2020 | Other securities | — | $180K | $4.8M | 2.7% | |
| MONEY MARKET FUND Vanguard Federal Money Market Fund | Cash / Money Market | — | $4.7M | $4.7M | 2.6% | |
| Parnassus Core Equity Fund | Other securities | — | $75K | $4.5M | 2.5% | |
| Vanguard Equity Income Adm | Other securities | — | $49K | $4.3M | 2.4% | |
| Vanguard Target Retirement Income Fund | Other securities | — | $263K | $3.4M | 1.9% | |
| Vanguard Int'l Growth Fund Admiral Shares | Other securities | — | $32K | $3.3M | 1.8% | |
| Vanguard Target Retirement 2060 | Other securities | — | $58K | $3.0M | 1.7% | |
| Vanguard Intermediate-Term Treasury Admiral Shares | Other securities | — | $275K | $2.7M | 1.5% | |
| Vanguard Total Int'l Stock Admiral Fund | Other securities | — | $73K | $2.3M | 1.3% | |
| Vanguard Total Bond Market Fund Admiral Shares | Other securities | — | $205K | $1.9M | 1.1% | |
| Lord Abbett Bond Debenture R6 | U.S. Treasuries | — | $237K | $1.7M | 0.9% | |
| American Funds Balanced R6 | Other securities | — | $40K | $1.4M | 0.8% | |
| Vanguard Int'l Value Fund | Other securities | — | $27K | $1000K | 0.6% | |
| Calvert US Large Cap Core Responsible Index R6 | Other securities | — | $16K | $834K | 0.5% | |
| Vanguard Target Retirement 2065 | Other securities | — | $17K | $579K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
