Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY MANAGEMENT & RESEARCH COMP | 06-1194217 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK ADVISORS, LLC | 51-0318674 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 | Other securities | 334,444 | — | $12.7M | 28.0% | |
| Schwab S&P 500 Index | Other securities | 124,575 | — | $11.2M | 24.9% | |
| Schwab Total Stk Mkt Index | Other securities | 53,120 | — | $5.3M | 11.6% | |
| Fidelity Contra Fund | Other securities | 173,553 | — | $3.6M | 8.1% | |
| Fidelity Advisor Small Cap Growth | Other securities | 73,648 | — | $2.5M | 5.5% | |
| Schwab International Index | Other securities | 72,264 | — | $1.6M | 3.6% | |
| Vanguard Target Retirement 2035 | Other securities | 54,703 | — | $1.3M | 2.9% | |
| Vanguard Mid Cap Index Fund | Other securities | 3,659 | — | $1.2M | 2.6% | |
| Fidelity Large Cap Growth | Other securities | 27,057 | — | $1.1M | 2.3% | |
| Vanguard Interm Term BD Index | Other securities | 102,054 | — | $1.0M | 2.3% | |
| Vanguard Target Retirement 2040 | Other securities | 16,402 | — | $709K | 1.6% | |
| Vanguard Target Retirement 2045 | Other securities | 18,779 | — | $557K | 1.2% | |
| Vanguard Target Retirement 2050 | Other securities | 11,091 | — | $553K | 1.2% | |
| Fidelity Emerging Markets | Other securities | 13,760 | — | $524K | 1.2% | |
| Schwab Dividend Equity Index | Other securities | 15,578 | — | $252K | 0.6% | |
| Schwab Small Cap Index | Other securities | 6,960 | — | $249K | 0.5% | |
| Vanguard Value Index | Other securities | 3,019 | — | $199K | 0.4% | |
| Vanguard Short Term Invst Grade | Other securities | 7,667 | — | $79K | 0.2% | |
| Blackrock Total Return | Other securities | 372 | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| BLACKROCK FUND ADVISORS |
| 51-0318674 |
| — |
| NONE |
| $0 |
| — |
| INVESCO CAPITAL MANAGEMENT LLC | — | DOWNERS GROVE, IL | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORPORATION | 13-3210061 | — | NONE | $0 | — |
