Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE FENNER & SMIT | 13-5674085 | — | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MHM RETIREMENT PLAN SOLUTIONS | — | KANSAS CITY, MO | THIRD PARTY ADMIN | $62K | — |
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 | |||||
|---|---|---|---|---|---|---|
| iShares S&P 500 Index Mutual fund | Other securities | — | — | $15.4M | 12.6% | |
| Goldman Sachs Large Cap Growth Insights Mutual fund | Other securities | — | — | $11.6M | 9.5% | |
| Metropolitan West Total Return Mutual fund | Other securities | — | — | $11.2M | 9.2% | |
| Voya Intermediate Bond Mutual fund | Other securities | — | — | $10.1M | 8.3% | |
| Putnam Large Cap Value Mutual fund | Other securities | — | — | $9.9M | 8.1% | |
| Blackrock Emerging Markets Mutual fund | Other securities | — | — | $6.5M | 5.3% | |
| Allspring Special Mid Cap Value Mutual fund | Other securities | — | — | $6.4M | 5.2% | |
| iShares MSCI EAFE International Index Mutual fund | Other securities | — | — | $6.2M | 5.0% | |
| Janus Enterprise Fund Mutual fund | Other securities | — | — | $5.2M | 4.3% | |
| Janus Henderson Global Equity Mutual fund | Other securities | — | — | $5.2M | 4.3% | |
| Invesco Oppenheimer International Growth Mutual fund | Other securities | — | — | $4.8M | 3.9% | |
| Bank of Amerca Merrill Lynch Brokerage Individually directed brokerage accts | Other securities | — | — | $4.2M | 3.5% | |
| Macquarie Small Cap Value Fund Mutual fund | Other securities | — | — | $3.6M | 2.9% | |
| Janus Triton Fund Mutual fund | Other securities | — | — | $3.0M | 2.4% | |
| American Century Inflation Adjusted Bond Mutual fund | Other securities | — | — | $2.7M | 2.2% | |
| PIMCO Commodities Plus Mutual fund | Other securities | — | — | $2.5M | 2.0% | |
| Lord Abbett High Yield A Mutual fund | Other securities | — | — | $2.2M | 1.8% | |
| Nuveen Real Estate Securities Mutual fund | Other securities | — | — | $2.0M | 1.7% | |
| Columbia Small Cap Index Mutual fund | Other securities | — | — | $2.0M | 1.6% | |
| PUTNAM STABLE VALUE FUND 50 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.0M | 1.6% | |
| Columbia MidCap Index Mutual fund | Other securities | — | — | $1.6M | 1.3% | |
| Notes receivable from participants Various participants; 5.25% to 10.50% | Bonds / Notes | — | — | $1.2M | 1.0% |
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 |
|---|---|---|---|---|---|
| PICKETT, CHANEY & MCMULLEN LLP | — | OVERLAND PARK, KS | ACCOUNTANT | $10K | — |
