Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S SHARES Nuveen Lifecycle Index 2030 R6 | Mutual Funds | — | $105K | $2.5M | 35.0% | |
| Nuveen Lifecycle Index 2025 R6 | Other securities | — | $43K | $916K | 12.7% | |
| Nuveen Lifecycle Index 2020 R6 | Other securities | — | $45K | $849K | 11.7% | |
| Nuveen Lifecycle Index 2035 R6 | Other securities | — | $20K | $529K | 7.3% | |
| Vanguard Cash Reserve Fed Money Market Admiral | Cash / Money Market | — | $398K | $398K | 5.5% | |
| Nuveen Lifecycle Index 2040 R6 | Other securities | — | $12K | $362K | 5.0% | |
| Nuveen Lifecycle Index 2045 R6 | Other securities | — | $8K | $261K | 3.6% | |
| Nuveen Lifecycle Index 2015 R6 | Other securities | — | $14K | $243K | 3.4% | |
| Late to Plan Not Corrected Outside VFCP in VFCP 2002-51 $ 184,656 - | Other securities | — | — | $185K | 2.6% | |
| Allspring Core Plus Bond R6 | Other securities | — | $16K | $174K | 2.4% | |
| with maturity dates through 2029 | Other securities | — | — | $168K | 2.3% | |
| American Funds New Perspective R6 | Other securities | — | $3K | $166K | 2.3% | |
| Nuveen Lifecycle Index 2050 R6 | Other securities | — | $5K | $159K | 2.2% | |
| American Funds American High Income R6 | Other securities | — | $13K | $128K | 1.8% | |
| Vanguard Selected Value - Investors | Other securities | — | $2K | $59K | 0.8% | |
| DFA Us Large Cap Growth Portfolio Institutional | Other securities | — | $1K | $55K | 0.8% | |
| Fidelity 500 Index Fund 236 | Other securities | — | — | $48K | 0.7% | |
| Fidelity Small Cap Index | Other securities | — | $2K | $46K | 0.6% | |
| DFA Intl Large Cap Growth Portfolio Institutional | Other securities | — | $2K | $38K | 0.5% | |
| BNY Mellon Strategic Value Fund Y 842 | Other securities | — | — | $37K | 0.5% | |
| DFS Us Sustainability Core 1 305 | Other securities | — | — | $14K | 0.2% | |
| Nuveen Lifecycle Index 2060 R6 692 | Other securities | — | — | $14K | 0.2% | |
| Nuveen Lifecycle Index 2055 R6 492 | Other securities | — | — | $13K | 0.2% | |
| Nuveen Lifecycle Index Retirement Income 733 | Other securities | — | — | $12K | 0.2% | |
| Fidelity Growth Strategies K6 553 | Other securities | — | — | $10K | 0.1% | |
| Nuveen Lifecycle Index 2065 R6 183 | 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.
