Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PEOPLES BANK | 31-1278433 | — | NONE | $91K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund-Admiral 10,884 shares | Other securities | — | $11K | $5.9M | 25.6% | |
| Vanguard Growth Index Admiral 9,129 shares | Other securities | — | $9K | $1.9M | 8.4% | |
| Fidelity Intem Trs Bd Index 161,534 shares | Other securities | — | $162K | $1.5M | 6.6% | |
| JPMorgan Short Duration Bond Fund R6 132,911 shares | Other securities | — | $133K | $1.4M | 6.2% | |
| Vanguard ST Investment Grade-Adm 106,915 shares | Other securities | — | $107K | $1.1M | 4.8% | |
| JPMorgan Large Cap Growth Fund 12,274 shares | Other securities | — | $12K | $1.0M | 4.5% | |
| Vanguard Equity Income-Adm 11,430 shares | Other securities | — | $11K | $1.0M | 4.4% | |
| JPMorgan U.S. Equity Fund Class R6 39,733 shares | Other securities | — | $40K | $993K | 4.3% | |
| Fidelity Govt MMkt Premium 947,791 shares | Other securities | — | $948K | $948K | 4.1% | |
| Vanguard Small Cap Index Admiral 8,081 shares | Other securities | — | $8K | $931K | 4.0% | |
| JPMorgan Core Bond Fund Class R6 86,331 shares | Other securities | — | $86K | $874K | 3.8% | |
| DFA Intl Value 34,216 shares | Mutual Funds | — | $34K | $705K | 3.1% | |
| Thrivent Large Cap Value Fund Class S 24,336 shares | Other securities | — | $24K | $703K | 3.0% | |
| Fidelity International Index Fund 14,776 shares | Other securities | — | $15K | $702K | 3.0% | |
| MFS International Equity Fund 20,710 shares | Other securities | — | $21K | $700K | 3.0% | |
| PIMCO Income Instl 52,255 shares | Other securities | — | $52K | $550K | 2.4% | |
| Vanguard Mid Cap Index-Admiral 1,501 shares | Other securities | — | $2K | $491K | 2.1% | |
| DFA US Small Cap I 8,509 shares | Other securities | — | $9K | $416K | 1.8% | |
| Various maturity dates through 2030; interest rates ranging *Participant Loans from 5.25% to 10.5% | Bonds / Notes | — | — | $268K | 1.2% | |
| MFS Growth R6 1,257 shares | Other securities | — | $1K | $256K | 1.1% | |
| Vanguard Developed Markets Index Admiral 7,731 shares | Other securities | — | $8K | $119K | 0.5% | |
| Vanguard Information Technology Index Fund 280 shares | Other securities | — | — | $89K | 0.4% | |
| Fidelity Mid-Cap Stock 2,063 shares | Other securities | — | $2K | $87K | 0.4% | |
| MFS International 2,188 shares | Other securities | — | $2K | $85K | 0.4% | |
| Vanguard High Yield Corporate Admiral 12,222 shares | Other securities | — | $12K | $66K | 0.3% | |
| T. Rowe Price Health Sciences 671 shares | Other securities | — | — | $53K | 0.2% | |
| Fidelity Inflation-Prot Bd Idx InstlPrm 4,233 shares | Other securities | — | $4K | $38K | 0.2% | |
| Metropolitan West Total Return Bond I 2,528 shares | Other securities | — | $3K | $22K | <0.1% | |
| Vanguard Total Bond Mrkt Index Admiral 1,169 shares | Other securities | — | $1K | $11K | <0.1% | |
| Vanguard Admiral GNMA Fund 1,015 shares | Agency / Mortgage-Backed | — | $1K | $9K | <0.1% | |
| Vanguard Short Term Bond Index Admiral 175 share | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
