Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | NONE | $32K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CMFG Life Stable Value | Other securities | — | — | $1.7M | 32.6% | |
| Fidelity Contrafund | Other securities | — | — | $866K | 16.8% | |
| Invesco Main Street Fund R6 | Other securities | — | — | $261K | 5.1% | |
| JP Morgan SmartRetirement 2025 R5 | Other securities | — | — | $198K | 3.8% | |
| Vanguard Total Intl Stock Index Admiral | Other securities | — | — | $193K | 3.8% | |
| MFS Growth Fund R3 | Other securities | — | — | $183K | 3.6% | |
| JP Morgan SmartRetirement 2030 R5 | Other securities | — | — | $157K | 3.0% | |
| JP Morgan SmartRetirement 2055 R5 | Other securities | — | — | $155K | 3.0% | |
| Fidelity Advisor Total Bond I | Other securities | — | — | $149K | 2.9% | |
| JP Morgan SmartRetirement 2045 R5 | Other securities | — | — | $140K | 2.7% | |
| JP Morgan SmartRetirement 2035 R5 | Other securities | — | — | $122K | 2.4% | |
| Vanguard Mid Cap Index Admiral | Other securities | — | — | $120K | 2.3% | |
| Invesco Core Bond Fund R6 | Other securities | — | — | $115K | 2.2% | |
| Columbia Select Mid Cap Value Fund Instl 2 | Other securities | — | — | $113K | 2.2% | |
| Fidelity Equity-Income | Other securities | — | — | $106K | 2.1% | |
| Notes receivable from participants | Other securities | — | — | $94K | 1.8% | |
| JP Morgan SmartRetirement 2050 R5 | Other securities | — | — | $89K | 1.7% | |
| Vanguard Equity-Income Inv | Other securities | — | — | $81K | 1.6% | |
| John Hancock Multimanager Lifestyle Conservative Portfolio R6 | Other securities | — | — | $70K | 1.4% | |
| JP Morgan SmartRetirement 2040 R5 | Other securities | — | — | $59K | 1.1% | |
| Russell Inv US Small Cap Equity S | Other securities | — | — | $47K | 0.9% | |
| JP Morgan Small Cap Value Fund I | Other securities | — | — | $40K | 0.8% | |
| Fidelity Mid Cap Value | Other securities | — | — | $39K | 0.8% | |
| John Hancock Multimanager Lifestyle Growth Portfolio R6 | Other securities | — | — | $26K | 0.5% | |
| JP Morgan SmartRetirement Income R5 | Other securities | — | — | $24K | 0.5% | |
| John Hancock Multimanager Lifestyle Moderate Portfolio R6 | Other securities | — | — | $10K | 0.2% | |
| JP Morgan SmartRetirement 2020 R5 | Other securities | — | — | $10K | 0.2% | |
| Invesco International Diversified Fund R6 | Other securities | — | — | $762 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
