Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES, INC. | 13-3745616 | WHITE PLAINS, NY | CONTRACT ADMIN | $5K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Greene County Bancorp, Inc. Common Stock Common stock fund- Employer stock | Common Stock | — | — | $5.3M | 20.7% | |
| T. Rowe Price Blue Chip Growth Mutual fund | Other securities | — | — | $2.7M | 10.8% | |
| Trust – Series 25053 Self-directed brokerage accounts | Other securities | — | — | $2.6M | 10.2% | |
| Vanguard Target Retirement 2030 Inv. Mutual fund | Other securities | — | — | $1.7M | 6.8% | |
| Vanguard Target Retirement 2040 Inv. Mutual fund | Other securities | — | — | $1.4M | 5.7% | |
| Vanguard Mid Cap Index Adm Mutual fund | Other securities | — | — | $1.1M | 4.4% | |
| Vanguard Small Cap Index Adm Mutual fund | Other securities | — | — | $1.0M | 4.0% | |
| Vanguard Target Retirement 2025 Inv. Mutual fund | Other securities | — | — | $849K | 3.4% | |
| LSV Value Equity Mutual fund | Other securities | — | — | $844K | 3.3% | |
| Vanguard Target Retirement 2035 Inv. Mutual fund | Other securities | — | — | $786K | 3.1% | |
| Reliance Trust Company Stable Value Collective Common collective trust fund | Common Collective Trusts | — | — | $720K | 2.8% | |
| RELIANCE METLIFE SERIES 25053 C1 O RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $720K | 2.8% | |
| Invesco Global Fund R6 Mutual fund | Other securities | — | — | $715K | 2.8% | |
| Vanguard Target Retirement 2055 Inv. Mutual fund | Other securities | — | — | $685K | 2.7% | |
| MFS Massachusetts Investors TR R6 Mutual fund | Other securities | — | — | $649K | 2.6% | |
| Dodge & Cox Income Mutual fund | Other securities | — | — | $560K | 2.2% | |
| Vanguard Target Retirement 2060 Inv. Mutual fund | Other securities | — | — | $513K | 2.0% | |
| Vanguard Target Retirement 2045 Inv. Mutual fund | Other securities | — | — | $473K | 1.9% | |
| American Funds Europacific GR R6 Mutual fund | Other securities | — | — | $428K | 1.7% | |
| Vanguard 500 Index Admiral Mutual fund | Other securities | — | — | $413K | 1.6% | |
| Vanguard Target Retirement 2050 Inv. Mutual fund | Other securities | — | — | $378K | 1.5% | |
| Federated Government Obligation Fund Money market account | Cash / Money Market | — | — | $311K | 1.2% | |
| Vanguard Value Index Adm Mutual fund | Other securities | — | — | $302K | 1.2% | |
| Notes receivable from participants 4.25% - 9.50% N/A | Bonds / Notes | — | — | $227K | 0.9% | |
| Vanguard Target Retirement 2065 Inv. Mutual fund | Other securities | — | — | $197K | 0.8% | |
| Vanguard Target Retirement Income Inv Mutual fund | Other securities | — | — | $154K | 0.6% | |
| Vanguard Inflation-Protected Secs Adm Mutual fund | Other securities | — | — | $127K | 0.5% | |
| Vanguard Target Retirement 2020 Inv. Mutual fund | Other securities | — | — | $124K | 0.5% | |
| Vanguard Target Retirement 2070 Inv. Mutual fund | Other securities | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
