Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DREXELBROOK CATERING & EVENT CENTER | — | DREXEL HILL, PA | NONE | $80K | — |
| HARRY BROWN - MASQUERADE ENTERTAINM | — | BELLMAWR, NJ | NONE | $8K | — |
| KENNEDY PRINTING CO., INC. | 23-1899861 | — | NONE | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| EAGLEMARK SAVINGS BANK 4.100% 03/26/26 | Bonds / Notes | — | $59K | $59K | 5.9% | |
| NORTHEAST BANK 4.000% 04/22/26 | Bonds / Notes | — | $52K | $52K | 5.2% | |
| VALLEY NATIONAL BANK 5.050% 07/09/25 | Bonds / Notes | — | $50K | $50K | 5.0% | |
| SIMMONS BANK 4.300% 12/05/25 | Bonds / Notes | — | $50K | $50K | 5.0% | |
| CHARLES SCHWAB BANK 5.250% 05/08/25 | Bonds / Notes | — | $50K | $50K | 5.0% | |
| TEXAS EXCHANGE BANK 4.150% 12/26/25 | Bonds / Notes | — | $50K | $50K | 5.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
