Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAIN LINE RETIREMENT ADVISOR LLC | 23-2870243 | — | INVESTMENT ADVISOR | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI | — | ERIE, PA | NONE | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The Capital Group Companies American Mutual, Class R6 | Common Stock | — | $7.5M | $7.9M | 23.6% | |
| The Capital Group Companies Growth Fund of America, Class R6 | Common Stock | — | $797K | $6.2M | 18.5% | |
| The Capital Group Companies International Growth and Income Fund, Class R6 | Common Stock | — | $3.3M | $3.1M | 9.4% | |
| The Capital Group Companies New Perspective Fund, Class R6 | Common Stock | — | $1.4M | $2.3M | 7.0% | |
| BlackRock Funds BlackRock Global Long/Short Credit Fund, Institutional Class | Mutual Funds | — | $2.6M | $2.3M | 6.9% | |
| The Capital Group Companies Bond Fund of America, Class R6 | Common Stock | — | $2.8M | $2.3M | 6.8% | |
| Loomis, Sayles & Company, L.P. Loomis Sayles Core Plus Bond Fund, Class Y | Other securities | — | $2.6M | $2.3M | 6.8% | |
| The Capital Group Companies New World Fund, Class R6 | Common Stock | — | $1.8M | $2.2M | 6.6% | |
| J.P. Morgan Asset Management Mid Cap Growth Fund, Class R5 | Other securities | — | $1.1M | $1.3M | 3.8% | |
| Money market funds FDIC Insured Bank Deposits Insured Deposit Program | Cash / Money Market | — | $1.0M | $1.0M | 3.1% | |
| Schwab Funds Government Money Market Investor | Cash / Money Market | — | $893K | $893K | 2.7% | |
| J.P. Morgan Asset Management Undiscovered Managers Behavioral Value Fund, Class L | Other securities | — | $695K | $839K | 2.5% | |
| T Rowe Price Integrated U.S. Small Cap Growth Equity Fund | Other securities | — | $630K | $800K | 2.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
