Holdings are itemized directly on this plan's Schedule of Assets, below.
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 Wellington Inv | Registered Investment Companies | — | $18.4M | $20.2M | 48.5% | |
| * Vanguard Tgt Retire 2020 | Registered Investment Companies | — | $4.4M | $3.9M | 9.3% | |
| * Vanguard Tgt Retire 2025 | Registered Investment Companies | — | $2.0M | $2.1M | 5.0% | |
| * Vanguard Cash Reserves Fed MM Adm | Registered Investment Companies | — | $2.0M | $2.0M | 4.7% | |
| * Vanguard Tgt Retire 2035 | Registered Investment Companies | — | $1.4M | $1.6M | 3.8% | |
| * Vanguard Total Stk Mkt | Registered Investment Companies | — | $881K | $1.3M | 3.2% | |
| * Vanguard 500 Index Inv | Registered Investment Companies | — | $908K | $1.3M | 3.1% | |
| * Vanguard Total Bond Mkt | Registered Investment Companies | — | $1.4M | $1.2M | 2.9% | |
| Registred Investment Company * Vanguard Tgt Retire 2045 | Other securities | — | $873K | $1.1M | 2.7% | |
| * Vanguard Tgt Retire 2050 | Registered Investment Companies | — | $731K | $882K | 2.1% | |
| * Vanguard Total Intl Stk | Registered Investment Companies | — | $763K | $791K | 1.9% | |
| * Vanguard Tgt Retire 2055 | Registered Investment Companies | — | $512K | $605K | 1.5% | |
| * Vanguard Sm-Cap Value In | Registered Investment Companies | — | $472K | $588K | 1.4% | |
| * Vanguard Tgt Retire 2040 | Registered Investment Companies | — | $528K | $557K | 1.3% | |
| * Vanguard Windsor II | Registered Investment Companies | — | $459K | $513K | 1.2% | |
| * Vanguard Strat Equity Fd | Registered Investment Companies | — | $447K | $501K | 1.2% | |
| * Vanguard U.S. Growth | Registered Investment Companies | — | $190K | $261K | 0.6% | |
| * Vanguard Tgt Retirement Income 674 Registered Investment Company * Vanguard Tgt Retirement 2060 | Registered Investment Companies | — | $165K | $184K | 0.4% | |
| * Vanguard STAR | Registered Investment Companies | — | $174K | $178K | 0.4% | |
| * Vanguard Growth Index | Registered Investment Companies | — | $89K | $160K | 0.4% | |
| * Vanguard Explorer Fd Inv | Registered Investment Companies | — | $127K | $146K | 0.3% | |
| * Vanguard Tgt Retire 2030 | Registered Investment Companies | — | $120K | $127K | 0.3% | |
| * Oakmark Fund, Class I | Registered Investment Companies | — | $75K | $108K | 0.3% | |
| * Vanguard Retire Savgs Tr | Common Collective Trusts | — | $90K | $90K | 0.2% | |
| VANGUARD RETIREMENT SAVINGS TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5436422 / PN 022 | Common Collective Trust | — | — | $90K | 0.2% | |
| * Vanguard International Value | Registered Investment Companies | — | $81K | $79K | 0.2% | |
| * Vanguard Tgt Retire 2065 | Registered Investment Companies | — | $41K | $43K | 0.1% | |
| * Vanguard International Growth | Registered Investment Companies | — | $17K | $20K | <0.1% | |
| * Aberdeen Emerging Mkts Dividend Fun | Registered Investment Companies | — | $9K | $8K | <0.1% | |
| * Vanguard Wellesley Inv | Registered Investment Companies | — | $6K | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
