Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LT TRUST | 61-1607607 | — | N/A | $150K | — |
| AT RETIREMENT SERVICES, LLC | 83-3455979 | — | N/A | $117K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Retirement Fund | Other securities | — | — | $5.2M | 11.6% | |
| American Funds 2040 Target Date Retirement Fund | Other securities | — | — | $5.1M | 11.4% | |
| American Funds 2030 Target Date Retirement Fund | Other securities | — | — | $4.8M | 10.7% | |
| American Funds 2045 Target Date Retirement Fund | Other securities | — | — | $4.2M | 9.5% | |
| SPDR | Other securities | — | — | $3.4M | 7.5% | |
| American Funds 2025 Target Date Retirement Fund | Other securities | — | — | $3.0M | 6.6% | |
| Schwab | Other securities | — | — | $3.0M | 6.6% | |
| American Funds 2050 Target Date Retirement Fund | Other securities | — | — | $2.6M | 5.9% | |
| American Funds 2055 Target Date Retirement Fund | Other securities | — | — | $2.5M | 5.5% | |
| American Funds 2060 Target Date Retirement Fund | Other securities | — | — | $1.4M | 3.1% | |
| iShares | Other securities | — | — | $1.3M | 2.9% | |
| Invesco | Other securities | — | — | $1000K | 2.2% | |
| Participant Loans | Participant loans | — | — | $938K | 2.1% | |
| Vanguard | Other securities | — | — | $930K | 2.1% | |
| Vanguard | Other securities | — | — | $919K | 2.0% | |
| Vanguard | Other securities | — | — | $876K | 2.0% | |
| American Funds 2020 Target Date Retirement Fund | Other securities | — | — | $554K | 1.2% | |
| SPDR | Other securities | — | — | $547K | 1.2% | |
| RELIANCE METLIFE SERIES 25053 CL 0 ONEPOINT HRO, LLC · EIN 20-8129844 / PN 001 | Common Collective Trust | — | — | $435K | 1.0% | |
| Reliance Trust | Other securities | — | — | $424K | 0.9% | |
| Blackrock | Other securities | — | — | $416K | 0.9% | |
| iShares | Other securities | — | — | $347K | 0.8% | |
| Vanguard | Other securities | — | — | $332K | 0.7% | |
| American Funds 2015 Target Date Retirement Fund | Other securities | — | — | $330K | 0.7% | |
| Vanguard | Other securities | — | — | $328K | 0.7% | |
| Vanguard | Other securities | — | — | $276K | 0.6% | |
| Vanguard | Other securities | — | — | $137K | 0.3% | |
| Fidelity | Other securities | — | — | $65K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
