Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUCKINGHAM ASSET MANAGEMENT | 20-8306720 | — | NONE | $55K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Tot Stk Mkt Idx Admrl | Mutual Funds | — | — | $9.3M | 8.8% | |
| DFA U.S. Targeted Value CL I | Other securities | — | — | $8.5M | 8.0% | |
| Vanguard Growth Index Admiral | Other securities | — | — | $7.9M | 7.5% | |
| Vanguard Target Retirement 2030 | Other securities | — | — | $7.6M | 7.2% | |
| Vanguard Developed Mkt Idx Adm | Other securities | — | — | $7.1M | 6.6% | |
| Vanguard Target Retirement 2035 | Other securities | — | — | $6.6M | 6.2% | |
| Vanguard 500 Index Admiral | Other securities | — | — | $6.3M | 5.9% | |
| Vanguard Vgd interm Term Trsy Idx Adm | Other securities | — | — | $5.2M | 4.9% | |
| Vanguard Target Retirement 2040 | Other securities | — | — | $4.9M | 4.6% | |
| Vanguard Target Retirement 2050 | Other securities | — | — | $4.2M | 4.0% | |
| DFA Intl Small Cap Value | Other securities | — | — | $4.1M | 3.8% | |
| Vanguard Target Retirement 2045 | Other securities | — | — | $3.7M | 3.5% | |
| DFA St Extended Quality Instl | Other securities | — | — | $3.2M | 3.0% | |
| Vanguard Target Retirement 2025 | Other securities | — | — | $3.0M | 2.9% | |
| Vanguard Small Cap index Admrl | Other securities | — | — | $2.9M | 2.7% | |
| DFA Emerging Markets Core EQ | Other securities | — | — | $2.8M | 2.6% | |
| DFA US Large Cap Value III | Other securities | — | — | $2.6M | 2.4% | |
| Vanguard Mid Cap Index Admiral | Other securities | — | — | $2.5M | 2.3% | |
| Money Market Vanguard Fed Money Market Fund | Cash / Money Market | — | — | $2.0M | 1.9% | |
| Vanguard Target Retirement 2020 | Other securities | — | — | $2.0M | 1.9% | |
| Vanguard Target Retirement 2055 | Other securities | — | — | $1.6M | 1.5% | |
| Vanguard Target Retirement 2060 | Other securities | — | — | $1.6M | 1.5% | |
| Vanguard Mdcp Grth Index Adm | Other securities | — | — | $1.4M | 1.3% | |
| Vanguard Target Retmt Income | Other securities | — | — | $1.1M | 1.0% | |
| Participant Loans * Participants Participant loans with interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $987K | 0.9% | |
| Vanguard Shrt Term Infl Pro | Other securities | — | — | $830K | 0.8% | |
| DFA Global Real Estate SEC | Other securities | — | — | $691K | 0.7% | |
| Vanguard Emrg Mkts Index Adm | Other securities | — | — | $427K | 0.4% | |
| Vanguard Mid Cap Value Idx Adm | Other securities | — | — | $396K | 0.4% | |
| Vanguard Small Cap Grth index | Other securities | — | — | $264K | 0.2% | |
| DFA US Sustainability Core 1 | Other securities | — | — | $254K | 0.2% | |
| DFA Glbl Sus Fixed Income inst | Other securities | — | — | $131K | 0.1% | |
| Vanguard Target Retirement 2065 | Other securities | — | — | $123K | 0.1% | |
| DFA Intl Sustainability Core 1 | Other securities | — | — | $69K | <0.1% | |
| DFA Emerg Mkts Sust Cor Instl | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGIONS BANK | 63-0371391 | — | NONE | $30K | — |
