Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.0M | 15.8% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.4M | 11.6% | |
| METLIFE RELIANCE STBL VAL EQ0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.4M | 11.4% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.2M | 9.4% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $1.1M | 9.2% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $641K | 5.2% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $578K | 4.7% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $536K | 4.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $500K | 4.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $394K | 3.2% | |
| AMERICAN FUNDS CAP INC BLDR R6 | Registered Investment Companies | — | — | $390K | 3.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $370K | 3.0% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $307K | 2.5% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $299K | 2.4% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $235K | 1.9% | |
| AMF AMERICAN HIGH INCOME - R6 | Registered Investment Companies | — | — | $133K | 1.1% | |
| DFA EMG MKTS SOCIAL CORE EQ I | Registered Investment Companies | — | — | $64K | 0.5% | |
| BNY MELLON GLOBAL FIXED INC Y | Registered Investment Companies | — | — | $57K | 0.5% | |
| DFA INT GOVT FIXED INC INST | Registered Investment Companies | — | — | $53K | 0.4% | |
| VAN TARG RETIRE 2060 74 REGISTERED INVESTMENT COMPANY JPM US GOVT MONEY MARKET INST | Registered Investment Companies | — | — | $23K | 0.2% | |
| VAN TARGET RETIRE 2050 316 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $22K | 0.2% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $16K | 0.1% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $13K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
