Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AT RETIREMENT SERVICES, LLC | 83-3455979 | — | N/A | $71K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Registered Investment Companies The Vanguard Group Vanguard 500 Index Fund Admiral | Common Stock | — | — | $9.6M | 22.1% | |
| The Vanguard Group Vanguard Growth Index Admiral | Common Stock | — | — | $6.0M | 13.9% | |
| The Vanguard Group Vanguard Target Retirement 2025 Fund | Common Stock | — | — | $5.6M | 12.9% | |
| The Vanguard Group Vanguard Target Retirement 2045 Fund | Common Stock | — | — | $4.3M | 10.0% | |
| The Vanguard Group Vanguard Target Retirement 2035 Fund | Common Stock | — | — | $3.7M | 8.5% | |
| The Vanguard Group Vanguard Small-Cap Index Admiral | Common Stock | — | — | $2.4M | 5.4% | |
| The Vanguard Group Vanguard Developed Markets Index Admiral | Common Stock | — | — | $1.9M | 4.3% | |
| Money Market Fund * American Trust AT Stable Value II - ZZ | Cash / Money Market | — | — | $1.9M | 4.3% | |
| PREMIER TRUST FUND FOR QUALIFIED EM AMERICAN TRUST COMPANY · EIN 62-1549435 / PN 001 | Common Collective Trust | — | — | $1.9M | 4.3% | |
| The Vanguard Group Vanguard Windsor II Fund | Common Stock | — | — | $1.7M | 4.0% | |
| The Vanguard Group Vanguard Total Bond Market Index Admiral | Common Stock | — | — | $1.6M | 3.6% | |
| The Vanguard Group Vanguard Target Retirement 2055 Fund | Common Stock | — | — | $1.3M | 3.1% | |
| The Vanguard Group Vanguard Target Retirement Income Fund | Common Stock | — | — | $1.0M | 2.3% | |
| Participant Loans 4.50% to 10.50% | Bonds / Notes | — | — | $603K | 1.4% | |
| The Vanguard Group Vanguard Emerging Markets Stock Index Admiral | Common Stock | — | — | $560K | 1.3% | |
| The Vanguard Group Vanguard REIT Index Admiral | Common Stock | — | — | $441K | 1.0% | |
| Pacific Investment Management Co, LLC PIMCO High Yield INSTL | Common Stock | — | — | $365K | 0.8% | |
| Dimensional Fund Advisors DFA International Small Company I | Other securities | — | — | $197K | 0.5% | |
| The Vanguard Group Vanguard Target Retirement 2065 Fund | Common Stock | — | — | $117K | 0.3% | |
| Pacific Investment Management Co, LLC PIMCO Foreign Bond (USD-Hedged) I | Common Stock | — | — | $45K | 0.1% | |
| The Vanguard Group Vanguard Short Term Corporate | Common Stock | — | — | $24K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
