Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.1M | 12.3% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.1M | 11.7% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.0M | 11.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $702K | 7.7% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $694K | 7.6% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $560K | 6.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $408K | 4.5% | |
| VIRTUS SILVANT FOCUSED GR IN | Registered Investment Companies | — | — | $407K | 4.4% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $406K | 4.4% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $298K | 3.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $214K | 2.3% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $210K | 2.3% | |
| JPMORGAN INTERNATIONAL EQTY R6 | Registered Investment Companies | — | — | $200K | 2.2% | |
| BLACKROCK EQUITY DIVIDEND K | Registered Investment Companies | — | — | $182K | 2.0% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $179K | 2.0% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $162K | 1.8% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $160K | 1.7% | |
| VANGUARD HEALTH CARE INDEX ADM | Registered Investment Companies | — | — | $145K | 1.6% | |
| MACQUARIE SYST EMMKTS EQ R6 | Registered Investment Companies | — | — | $122K | 1.3% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $115K | 1.3% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $113K | 1.2% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $68K | 0.7% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $66K | 0.7% | |
| MFS GLOBAL TOTAL RETURN R6 | Registered Investment Companies | — | — | $60K | 0.7% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $43K | 0.5% | |
| SCHWAB FMTL US LG CO INDEX | Registered Investment Companies | — | — | $21K | 0.2% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $16K | 0.2% | |
| PIMCO COMMODITIESPLUS STR INST | Registered Investment Companies | — | — | $5K | <0.1% |
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 |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL | 41-0973005 | — | INVESTMENT/FINANCIAL ADVI | $49K | — |
