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 | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| UHG 401K SAVINGS PLAN MASTER TRUST UNITED HEALTHCARE SERVICES, INC. · EIN 30-0993007 / PN 001 | Master Trust | — | — | $33.3M | 98.9% | |
| VANGUARD INSTITUTIONAL 500 INDEX FUND | Other securities | — | — | $4.8M | 14.3% | |
| VANGUARD TARGET 2035 | Other securities | — | — | $3.4M | 10.0% | |
| VANGUARD TARGET 2040 | Other securities | — | — | $3.1M | 9.3% | |
| VANGUARD TARGET 2045 | Other securities | — | — | $2.9M | 8.5% | |
| VANGUARD TARGET 2030 | Other securities | — | — | $2.8M | 8.3% | |
| VANGUARD TARGET 2050 | Other securities | — | — | $2.4M | 7.0% | |
| VANGUARD IS EXTENDED MARKET INDEX TRUST | Other securities | — | — | $1.9M | 5.7% | |
| VANGUARD TARGET 2025 | Other securities | — | — | $1.7M | 5.1% | |
| VANGUARD TARGET 2055 | Other securities | — | — | $1.3M | 4.0% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH FUND CLASS R-6 | Other securities | — | — | $742K | 2.2% | |
| VANGUARD TARGET 2060 | Other securities | — | — | $644K | 1.9% | |
| VANGUARD TARGET 2020 | Other securities | — | — | $608K | 1.8% | |
| GALLIARD SHORT CORE FUND F | Other securities | — | — | $432K | 1.3% | |
| FIAM SMALL COMPANY COMMINGLED POOL CLASS B | Common Collective Trusts | — | — | $388K | 1.2% | |
| WELLINGTON MID-CAP OPPORTUNITIES FUND | Other securities | — | — | $387K | 1.1% | |
| VANGUARD TARGET INC | Common Stock | — | — | $333K | 1.0% | |
| GALLIARD INTERMEDIATE CORE FUND L | Other securities | — | — | $297K | 0.9% | |
| STATE STREET U.S. BOND INDEX NON-LENDING SERIES FUND | Other securities | — | — | $267K | 0.8% | |
| STATE STREET GLOBAL EQUITY EX-US INDEX FUND | Other securities | — | — | $226K | 0.7% | |
| MICROSOFT CORP | Common Stock | — | — | $197K | 0.6% | |
| NVIDIA CORP | Common Stock | — | — | $188K | 0.6% | |
| APPLE INC | Common Stock | — | — | $153K | 0.5% | |
| AMAZON.COM INC | Common Stock | — | — | $140K | 0.4% | |
| WELLINGTON EMERGING MARKETS INSTL FUND | Other securities | — | — | $125K | 0.4% | |
| VANGUARD TARGET 2065 | Other securities | — | — | $116K | 0.3% | |
| GALLIARD SA INTERMEDIATE CORE FUND J | Common Stock | — | — | $109K | 0.3% | |
| GALLIARD SA INTERMEDIATE CORE FUND Q | Common Stock | — | — | $104K | 0.3% | |
| GALLIARD SA INTERMEDIATE CORE FUND E | Common Stock | — | — | $98K | 0.3% | |
| NORTHERN TRUST TREASURY INFLATION | U.S. Treasuries | — | — | $94K | 0.3% | |
| PIMCO ALL ASSET FUND INSTL CLASS | Other securities | — | — | $89K | 0.3% | |
| CASH/CASH EQUIVALENTS | Cash / Money Market | — | — | $88K | 0.3% | |
| META PLATFORMS INC CL A | Common Stock | — | — | $87K | 0.3% | |
| ALPHABET INC CL C | Common Stock | — | — | $74K | 0.2% | |
| MASTERCARD INC CL A | Common Stock | — | — | $71K | 0.2% | |
| EXXON MOBIL CORP | Common Stock | — | — | $44K | 0.1% | |
| VANGUARD TARGET 2070 | Other securities | — | — | $43K | 0.1% | |
| THERMO FISHER SCIENTIFIC INC | Common Stock | — | — | $40K | 0.1% | |
| ABBVIE INC | Common Stock | — | — | $40K | 0.1% | |
| LOWES COS INC | Common Stock | — | — | $36K | 0.1% | |
| TESLA INC | Common Stock | — | — | $35K | 0.1% | |
| WELLS FARGO & CO | Common Stock | — | — | $34K | <0.1% | |
| MCDONALDS CORP | Common Stock | — | — | $33K | <0.1% | |
| HUMANA INC | Common Stock | — | — | $32K | <0.1% | |
| TRANE TECHNOLOGIES PLC | Common Stock | — | — | $30K | <0.1% | |
| SCHWAB CHARLES CORP | Common Stock | — | — | $30K | <0.1% | |
| PEPSICO INC | Common Stock | — | — | $28K | <0.1% | |
| ARTHUR J GALLAGHAR AND CO | Common Stock | — | — | $28K | <0.1% | |
| AON PLC | Common Stock | — | — | $27K | <0.1% | |
| HONEYWELL INTL INC | Common Stock | — | — | $27K | <0.1% |
