Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CANANDAIGUA NATIONAL BANK AND TRUST | 16-0373410 | — | NONE | $41K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Mutual fund | Other securities | — | — | $1.8M | 37.8% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | Other securities | — | — | $756K | 15.7% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | Other securities | — | — | $668K | 13.8% | |
| Vanguard Target Retirement 2060 Fund Mutual fund | Other securities | — | — | $314K | 6.5% | |
| Vanguard Total Stock Market Index Fund Admiral Mutual fund | Other securities | — | — | $218K | 4.5% | |
| Vanguard Target Retirement 2020 Fund Mutual fund | Other securities | — | — | $189K | 3.9% | |
| Vanguard Mid-Cap Index Fund Admiral Mutual fund | Other securities | — | — | $159K | 3.3% | |
| Vanguard Mid-Cap Value Index Admiral Mutual fund | Other securities | — | — | $94K | 1.9% | |
| Participant Loans secured by participants' accounts | Participant loans | — | — | $85K | 1.8% | |
| Vanguard Small Cap Growth Index Admiral Mutual fund | Other securities | — | — | $84K | 1.7% | |
| AMCAP Fund CL R6 Mutual fund | Other securities | — | — | $79K | 1.6% | |
| American Funds CAP World R6 Mutual fund | Other securities | — | — | $73K | 1.5% | |
| Fidelity Gov't Money Market Premium Money market fund | Cash / Money Market | — | — | $58K | 1.2% | |
| T. Rowe Price Equity Income Fund Mutual fund | Other securities | — | — | $43K | 0.9% | |
| Vanguard Total International Stk Index Admiral Mutual fund | Other securities | — | — | $40K | 0.8% | |
| Vanguard Target Retirement 2070 Fund Mutual fund ** 107 Vanguard Target Retirement Income Fund Mutual fund | Other securities | — | — | $33K | 0.7% | |
| Nueberger Berman Genesis Investor CL Mutual fund | Other securities | — | — | $25K | 0.5% | |
| Vanguard Int Term Bond Index Admiral Mutual fund | Other securities | — | — | $23K | 0.5% | |
| Hennessy Cornerstone Mid-Cap Mutual fund | Other securities | — | — | $20K | 0.4% | |
| Vanguard Inf Protected Securities Admiral Cl Mutual fund | Other securities | — | — | $14K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
