Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 42-1445429 | — | BROKER/ DEALER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VARIABLE INVESTMENT FUNDS VOYA RETIREMENT INSURANCE & ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $5.4M | 93.3% | |
| Nuveen Lifcyc In 2030 F R6 Registered investment company (mutual fund) - | Other securities | — | — | $728K | 12.5% | |
| Nuveen Lifcyc In 2040 F R6 Registered investment company (mutual fund) - | Other securities | — | — | $523K | 9.0% | |
| Nuveen Lifcyc In 2035 F R6 Registered investment company (mutual fund) - | Other securities | — | — | $407K | 7.0% | |
| JPMorgan LgCp Grw Fnd R6 Registered investment company (mutual fund) - | Other securities | — | — | $339K | 5.8% | |
| Nuveen Lifcyc In 2060 F R6 Registered investment company (mutual fund) - | Other securities | — | — | $333K | 5.7% | |
| Vangrd Small-Cap Index Fnd Adm Registered investment company (mutual fund) - | Other securities | — | — | $270K | 4.7% | |
| Nuveen Lifcyc In 2025 F R6 Registered investment company (mutual fund) - | Other securities | — | — | $266K | 4.6% | |
| Voya Intermediate Bond Fund R6 Registered investment company (mutual fund) - | Other securities | — | — | $235K | 4.0% | |
| FIXED ACCOUNT INVESTMENT FUNDS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $214K | 3.7% | |
| American Funds Am Balanced R6 Registered investment company (mutual fund) - | Other securities | — | — | $183K | 3.2% | |
| Nuveen Lifcyc In 2055 F R6 Registered investment company (mutual fund) - | Other securities | — | — | $173K | 3.0% | |
| Notes Receivable from Participants Interest rates from 4.72% to 10.50% - | Bonds / Notes | — | — | $171K | 2.9% | |
| Vangrd Intl Grw Fnd Adm Registered investment company (mutual fund) - | Other securities | — | — | $169K | 2.9% | |
| American Funds Nw Prspctv R6 Registered investment company (mutual fund) - | Other securities | — | — | $153K | 2.6% | |
| Vangrd Equity Income Fund Adm Registered investment company (mutual fund) - | Other securities | — | — | $149K | 2.6% | |
| American Funds Wash Mutual R6 Registered investment company (mutual fund) - | Other securities | — | — | $134K | 2.3% | |
| Vangrd Mid-Cap Index Fund Adm Registered investment company (mutual fund) - | Other securities | — | — | $133K | 2.3% | |
| Nuveen Lifcyc In 2045 F R6 Registered investment company (mutual fund) - | Other securities | — | — | $125K | 2.1% | |
| Nuveen Lifcyc In 2065 F R6 Registered investment company (mutual fund) - | Other securities | — | — | $124K | 2.1% | |
| Nuveen Lifcyc In 2050 F R6 Registered investment company (mutual fund) - | Other securities | — | — | $115K | 2.0% | |
| DFA US Targeted Vl Port Ins Registered investment company (mutual fund) - | Other securities | — | — | $104K | 1.8% | |
| MSIF Tr Discovery Portfolio R6 Registered investment company (mutual fund) - | Other securities | — | — | $59K | 1.0% | |
| PGIM High Yield Fund R6 Registered investment company (mutual fund) - | Other securities | — | — | $51K | 0.9% | |
| DFA Real Estate Secs Port Ins Registered investment company (mutual fund) - | Other securities | — | — | $34K | 0.6% | |
| Victory Sycmr Est Vl Fd R6 Registered investment company (mutual fund) - | Other securities | — | — | $26K | 0.4% | |
| Lord Abbett Develop Grw Fd R6 Registered investment company (mutual fund) - | Other securities | — | — | $26K | 0.4% | |
| PIMCO Real Return Fund Ins Registered investment company (mutual fund) - | Other securities | — | — | $16K | 0.3% | |
| Victory Trv Intl SmCp Fd R6 Registered investment company (mutual fund) - | Other securities | — | — | $15K | 0.3% | |
| Nuveen Lifcyc In 2020 F R6 Registered investment company (mutual fund) - | Other securities | — | — | $11K | 0.2% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered investment company (mutual fund) - | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
