Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | 13-4071393 | SYRACUSE, NY | ADVISOR | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan JP Morgan Equity Index A | Other securities | — | — | $1.2M | 26.2% | |
| JP Morgan JP Morgan Large Cap Growth R6 | Other securities | — | — | $1.0M | 22.8% | |
| American Funds American Funds New Perspective R4 | Other securities | — | — | $479K | 10.7% | |
| American Funds American Funds 2030 Target Date Retirement R4 | Other securities | — | — | $288K | 6.5% | |
| American Funds American Funds 2040 Target Date Retirement R4 | Other securities | — | — | $234K | 5.2% | |
| American Funds American Funds 2055 Target Date Retirement R4 | Other securities | — | — | $233K | 5.2% | |
| American Funds American Funds 2045 Target Date Retirement R4 | Other securities | — | — | $231K | 5.2% | |
| American Funds American Funds 2035 Target Date Retirement R4 | Other securities | — | — | $195K | 4.4% | |
| American Funds American Funds 2050 Target Date Retirement R4 | Other securities | — | — | $123K | 2.8% | |
| American Funds American Funds 2060 Target Date Retirement R4 | Other securities | — | — | $73K | 1.6% | |
| American Funds American Funds The Bond Fund of America R6 | Other securities | — | — | $68K | 1.5% | |
| Vanguard Group Vanguard Treasury Money Market Fund Investor Shares | Cash / Money Market | — | — | $60K | 1.3% | |
| American Funds American Funds New Perspective R6 | Other securities | — | — | $54K | 1.2% | |
| Columbia Mid Cap Index A | Other securities | — | — | $44K | 1.0% | |
| Fidelity Advisor International Growth A | Other securities | — | — | $36K | 0.8% | |
| American Funds American Funds 2020 Target Date Retirement R4 | Other securities | — | — | $33K | 0.7% | |
| Loomis Sayles Loomis Sayles Inflation Protected Securities Inst'l | Other securities | — | — | $29K | 0.6% | |
| Invesco Global Invesco Core Plus Bond A | Other securities | — | — | $27K | 0.6% | |
| Janus Henderson Janus Henderson Balanced A | Other securities | — | — | $18K | 0.4% | |
| American Funds American Funds 2025 Target Date Retirement R4 | Other securities | — | — | $12K | 0.3% | |
| Victory Funds Victory Sycamore Small Company Opportunity R | Other securities | — | — | $11K | 0.2% | |
| Vanguard Group Vanguard Short-Term Federal Fund Investor Shares | Common Stock | — | — | $11K | 0.2% | |
| American Funds American Funds Mutual R4 | Other securities | — | — | $8K | 0.2% | |
| Nationwide Small Cap Index A | Other securities | — | — | $6K | 0.1% | |
| American Funds American Funds US Government Securities R4 | Other securities | — | — | $3K | <0.1% | |
| American Funds American Funds 2015 Target Date Retirement R4 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
