Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA FINANCIAL PARTNERS, INC. | 41-0945505 | — | INVESTMENT/FINANCIAL ADVI | $38K | — |
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $38K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $3.1M | 18.2% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.9M | 17.2% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $2.1M | 12.3% | |
| CLEARBRIDGE LARGE CAP GR IS | Registered Investment Companies | — | — | $1.1M | 6.4% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $919K | 5.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $812K | 4.8% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $629K | 3.7% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $575K | 3.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $547K | 3.2% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $482K | 2.9% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $471K | 2.8% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $415K | 2.5% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $402K | 2.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $272K | 1.6% | |
| VAN GLOBAL EQUITY - INV | Registered Investment Companies | — | — | $187K | 1.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $174K | 1.0% | |
| VOYA INTERMEDIATE BOND R6 | Registered Investment Companies | — | — | $173K | 1.0% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $151K | 0.9% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $146K | 0.9% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $140K | 0.8% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $136K | 0.8% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $133K | 0.8% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $130K | 0.8% | |
| GS SMALL CAP VALUE INSIGHTS R6 | Registered Investment Companies | — | — | $51K | 0.3% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $40K | 0.2% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $30K | 0.2% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $29K | 0.2% | |
| NEUBERGER BERMAN LGCAP VAL R3 | Registered Investment Companies | — | — | $22K | 0.1% | |
| FIDELITY ADV EQUITY GROWTH - M | Registered Investment Companies | — | — | $11K | <0.1% | |
| THE HARTFORD DIV AND GR-R3 | Registered Investment Companies | — | — | $7K | <0.1% | |
| AB LARGE CAP GROWTH R | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
