Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER WEALTH ADVISORS, LLC | — | OVERLAND PARK, KS | NONE | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $58K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement Blend 2030 Tr-A | Other securities | — | — | $11.4M | 14.0% | |
| TRP RET BLND 2030 TR-A WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $11.4M | 14.0% | |
| T. Rowe Price Retirement Blend 2050 Tr-A | Other securities | — | — | $11.2M | 13.7% | |
| TRP RET BLND 2050 TR-A WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $11.2M | 13.7% | |
| Vanguard 500 Index Admiral | Other securities | — | — | $8.3M | 10.2% | |
| T. Rowe Price Retirement Blend 2040 Tr-A | Other securities | — | — | $8.0M | 9.8% | |
| TRP RET BLND 2040 TR-A WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $8.0M | 9.8% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $5.1M | 6.3% | |
| MFS Value R6 | Other securities | — | — | $3.8M | 4.7% | |
| T. Rowe Price Retirement Blend 2035 Tr-A | Other securities | — | — | $3.4M | 4.2% | |
| TRP RET BLND 2035 TR-A WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $3.4M | 4.2% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $3.0M | 3.6% | |
| Vanguard Mid-Cap Index | Other securities | — | — | $2.6M | 3.2% | |
| CUNA Mutual Guaranteed | Other securities | — | — | $2.5M | 3.1% | |
| T. Rowe Price Retirement Blend 2020 Tr-A | Other securities | — | — | $2.0M | 2.5% | |
| TRP RET BLND 2020 TR-A WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $2.0M | 2.5% | |
| American Funds Europacific Growth R6 | Other securities | — | — | $2.0M | 2.4% | |
| T. Rowe Price Retirement Blend 2060 Tr-A | Other securities | — | — | $1.9M | 2.3% | |
| TRP RET BLND 2060 TR-A WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $1.9M | 2.3% | |
| Vanguard Total Bond Market Index Admiral | Other securities | — | — | $1.7M | 2.1% | |
| PGIM High Yield R6 | Other securities | — | — | $1.7M | 2.0% | |
| Janus Henderson Enterprise I | Other securities | — | — | $1.6M | 1.9% | |
| T. Rowe Price Retirement Blend 2045 Tr-A | Other securities | — | — | $1.2M | 1.5% | |
| TRP RET BLND 2045 TR-A WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.5% | |
| Vanguard Total International Stock Index Admiral | Other securities | — | — | $1.1M | 1.4% | |
| JP Morgan Undiscovered Managers Behavioral Val R6 | Other securities | — | — | $1.1M | 1.4% | |
| T. Rowe Price Retirement Blend 2055 Tr-A | Other securities | — | — | $1.0M | 1.3% | |
| TRP RET BLND 2055 TR-A WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $1.0M | 1.3% | |
| Conestoga Small Cap Institutional | Other securities | — | — | $1.0M | 1.2% | |
| T. Rowe Price Retirement Blend 2025 Tr-A | Other securities | — | — | $933K | 1.1% | |
| TRP RET BLND 2025 TR-A WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $933K | 1.1% | |
| Equities - Common Stock Corning, Inc. | Common Stock | — | — | $920K | 1.1% | |
| Vanguard Small Cap Index Admiral | Other securities | — | — | $747K | 0.9% | |
| Victory Sycamore Established Value I | Other securities | — | — | $645K | 0.8% | |
| American Funds New World R6 | Other securities | — | — | $635K | 0.8% | |
| T. Rowe Price Retirement Blend 2010 Tr-A | Other securities | — | — | $549K | 0.7% | |
| TRP RET BLND 2010 TR-A WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $549K | 0.7% | |
| with varying maturity dates | Other securities | — | — | $525K | 0.6% | |
| T. Rowe Price Retirement Blend 2065 Tr-A | Other securities | — | — | $383K | 0.5% | |
| TRP RET BLND 2065 TR-A WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $383K | 0.5% | |
| T. Rowe Price Global Multi-Sector Bond Fund | Other securities | — | — | $364K | 0.4% | |
| T. Rowe Price Retirement Blend 2015 Tr-A | Other securities | — | — | $41K | <0.1% | |
| TRP RET BLND 2015 TR-A WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $41K | <0.1% |
