Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 36-3258176 | — | INVESTMENT/FINANCIAL ADVI | $38K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $4.1M | 25.2% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $1.7M | 10.5% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.5M | 9.2% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.2M | 7.2% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.1M | 7.1% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $1.1M | 7.0% | |
| DFA US LG CAP GROWTH PORT INST | Registered Investment Companies | — | — | $1.1M | 6.8% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $985K | 6.1% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $668K | 4.1% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $574K | 3.6% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $552K | 3.4% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $495K | 3.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $243K | 1.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $218K | 1.4% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $177K | 1.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $134K | 0.8% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $77K | 0.5% | |
| FIDELITY GROWTH STRATEGIES K | Registered Investment Companies | — | — | $62K | 0.4% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $42K | 0.3% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
