Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUCK GLOBAL, LLC | 13-3954297 | — | NONE | $662K | — |
| BNY MELLON | — | WEST HARTFORD, CT | NONE | $234K | — |
| PROSKAUER | — | NEW YORK, NY | NONE | $16K | — |
| RSM US LLP | 42-0714325 | — | NONE | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF | Common Collective Trusts | — | $19.8M | $24.7M | 44.7% | |
| iShares Core S&P Mid-Cap ETF | Other securities | — | $3.2M | $4.4M | 8.0% | |
| BNY Mellon BNYM Fltng RT Inc-Y | Common Stocks | — | $2.1M | $2.0M | 3.7% | |
| Fullerthaler Behavioral Fullerthaler Behavioral Small-Cap | Other securities | — | $1.5M | $1.9M | 3.4% | |
| DFA Intl DFA Intl Sustainability Core | Mutual Funds | — | $1.8M | $1.8M | 3.2% | |
| iShares Core MSCI EAFE ETF | Other securities | — | $1.5M | $1.8M | 3.2% | |
| G & G & G Part Emerg Mkts EQ-Inst | Other securities | — | $1.2M | $1.4M | 2.5% | |
| Oakmark International Oakmark International-Inst | Other securities | — | $1.2M | $1.2M | 2.2% | |
| iShares MSCI Emerging Markets | Other securities | — | $971K | $1.1M | 2.0% | |
| Hotchkis & Wiley Hotchkis & Wiley High YLD | Other securities | — | $1.0M | $1.0M | 1.8% | |
| BNY Mellon BNY Mellon Money Market Fund | Cash / Money Market | — | $842K | $842K | 1.5% | |
| Energy Dynamics Energy Dynamics Fund Ltd | Common Stocks | — | $500K | $563K | 1.0% | |
| Neuberger Berman Neuberger Berman Long SH-INS | Other securities | — | $500K | $504K | 0.9% | |
| Cohen&Steers Gl Infr I | Other securities | — | $480K | $488K | 0.9% | |
| SPDR S&P Global SPDR S&P Global Natural Res ETF | Other securities | — | $468K | $447K | 0.8% | |
| Northern Trust Corp Northern Trust Corp 6.125% 11/02/32 | Bonds / Notes | — | $276K | $278K | 0.5% | |
| Home Depot Inc. Home Depot Inc. 2.7% 4/15/30 | Bonds / Notes | — | $273K | $276K | 0.5% | |
| Banco Santander SA Banco Santander SA 6.527% 11/07/27 | Bonds / Notes | — | $276K | $276K | 0.5% | |
| Coca-Cola Co/The Coca-Cola Co/The 3.45% 3/25/30 | Bonds / Notes | — | $274K | $276K | 0.5% | |
| Bank of Nova Scotia Bank of Nova Scotia 3.45% 4/11/25 | Bonds / Notes | — | $275K | $275K | 0.5% | |
| Walt Disney Company Walt Disney Company 2.65% 1/13/31 | Bonds / Notes | — | $273K | $275K | 0.5% | |
| Cisco Systems Inc. Cisco Systems Inc. 5.05% 2/26/34 | Bonds / Notes | — | $273K | $275K | 0.5% | |
| Sumitomo Mitsui Finl Sumitomo Mitsui Finl 2.632% 7/14/26 | Bonds / Notes | — | $274K | $275K | 0.5% | |
| Intel Corp Intel Corp 5.2% 2/10/33 | Bonds / Notes | — | $275K | $275K | 0.5% | |
| Mitsubishi UFJ FIN Mitsubishi UFJ FIN 5.258% 4/17/30 | Bonds / Notes | — | $275K | $274K | 0.5% | |
| Caterpillar Finl Ser Caterpillar Finl Ser 3.6% 8/12/27 | Bonds / Notes | — | $274K | $274K | 0.5% | |
| Lam Research Corp Lam Research Corp 4.0% 3/15/29 | Bonds / Notes | — | $274K | $274K | 0.5% | |
| Goldman Sachs Bank Goldman Sachs Bank 5.283% 3/18/27 | Bonds / Notes | — | $274K | $274K | 0.5% | |
| Mizuho Financial Gro Mizuho Financial Gro 4.018% 3/05/28 | Bonds / Notes | — | $273K | $274K | 0.5% | |
| Morgan Stanley Morgan Stanley 5.123% 2/01/29 | Bonds / Notes | — | $274K | $274K | 0.5% | |
| Meta Platforms Inc Meta Platforms Inc 3.5% 8/15/27 | Bonds / Notes | — | $273K | $274K | 0.5% | |
| PNC Financial Service PNC Financial Service 3.45% 4/23/29 | Bonds / Notes | — | $272K | $274K | 0.5% | |
| K L A Corp K L A Corp 4.65% 7/15/32 | Bonds / Notes | — | $274K | $273K | 0.5% | |
| US Bancorp US Bancorp 3.1% 4/27/26 | Bonds / Notes | — | $274K | $273K | 0.5% | |
| Canadian Imperial BA Canadian Imperial BA 3.45% 4/07/27 | Bonds / Notes | — | $272K | $273K | 0.5% | |
| Credit Suisse New Yo Credit Suisse New Yo 5.0% 7/09/27 | Bonds / Notes | — | $272K | $273K | 0.5% | |
| Unitedhealth Group I Unitedhealth Group I 4.9% 4/15/31 | Bonds / Notes | — | $271K | $272K | 0.5% | |
| Comcast Corp Comcast Corp 3.15% 2/15/28 | Bonds / Notes | — | $272K | $272K | 0.5% | |
| Citibank Na Citibank Na 5.803% 9/29/28 | Bonds / Notes | — | $273K | $272K | 0.5% | |
| HSBC Holdings PLC HSBC Holdings PLC 5.887% 8/14/27 | Bonds / Notes | — | $272K | $272K | 0.5% | |
| Shell International Shell International 2.75% 4/06/30 | Bonds / Notes | — | $273K | $272K | 0.5% | |
| JPMorgan Chase & Co JPMorgan Chase & Co 4.912% 7/25/33 | Bonds / Notes | — | $270K | $272K | 0.5% | |
| P CAP Market Amer. B P CAP Market Amer. 4.234% 11/06/28 | Bonds / Notes | — | $271K | $271K | 0.5% | |
| Bank of America Corp. Bank of America Corp. 3.366% 1/23/26 | Bonds / Notes | — | $271K | $271K | 0.5% | |
| Royal Bank of Canada Royal Bank of Canada 4.65% 1/27/26 | Bonds / Notes | — | $272K | $271K | 0.5% | |
| Toronto-Dominion Ban Toronto-Dominion Ban 5.532% 7/17/26 | Bonds / Notes | — | $271K | $271K | 0.5% | |
| Bank of Montreal Bank of Montreal 5.203% 2/01/28 | Bonds / Notes | — | $271K | $270K | 0.5% | |
| Glaxosmithkline Cap Glaxosmithkline Cap 3.875% 5/15/28 | Bonds / Notes | — | $270K | $270K | 0.5% | |
| Bristol-Myers Squibb Bristol-Myers Squibb 3.2% 6/15/26 | Bonds / Notes | — | $270K | $270K | 0.5% | |
| Target Corp Target Corp 4.5% 9/15/32 | Bonds / Notes | — | $269K | $270K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
