Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $81K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $61K | — |
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 VANG TARGET RET 2035 | Other securities | — | — | $9.2M | 13.0% | |
| VANGUARD VANG TARGET RET 2045 | Other securities | — | — | $8.1M | 11.4% | |
| VANGUARD VANG TARGET RET 2050 | Other securities | — | — | $7.9M | 11.1% | |
| VANGUARD VANG TARGET RET 2040 | Other securities | — | — | $7.0M | 9.8% | |
| CALVERT CALV US LG CP CRI R6 | Other securities | — | — | $6.3M | 8.9% | |
| VANGUARD VANG TARGET RET 2030 | Other securities | — | — | $4.9M | 6.9% | |
| VANGUARD VANG 500 INDEX ADM | Other securities | — | — | $4.8M | 6.8% | |
| VANGUARD VANG TARGET RET 2055 | Other securities | — | — | $3.0M | 4.2% | |
| VANGUARD VANG GROWTH IDX ADM | Other securities | — | — | $2.2M | 3.1% | |
| VANGUARD VANG TARGET RET INC | Common Stock | — | — | $2.0M | 2.9% | |
| VANGUARD VANG TARGET RET 2020 | Other securities | — | — | $1.8M | 2.6% | |
| VANGUARD VANG TOT STK MKT ADM | Other securities | — | — | $1.8M | 2.5% | |
| VANGUARD VANG TARGET RET 2025 | Other securities | — | — | $1.6M | 2.2% | |
| VANGUARD VANG TARGET RET 2060 | Other securities | — | — | $1.5M | 2.1% | |
| VANGUARD VANG DEV MKT IDX ADM | Other securities | — | — | $1.3M | 1.8% | |
| VANGUARD VANG SM CAP IDX ADM | Other securities | — | — | $1.3M | 1.8% | |
| VANGUARD VANG TOT BD MKT ADM | Other securities | — | — | $1.1M | 1.5% | |
| Contract Value Investments STANDARD INSURANCE COMPANY STD GR STABLE VAL I | Other securities | — | — | $997K | 1.4% | |
| VANGUARD VANG VALUE IDX ADM | Other securities | — | — | $770K | 1.1% | |
| Notes receivable from participants Maturity dates through 2050 with interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $762K | 1.1% | |
| VANGUARD VANG MIDCAP IDX ADM | Other securities | — | — | $738K | 1.0% | |
| ALLSPRING REAL AS REAL RETURN R6 | Other securities | — | — | $475K | 0.7% | |
| VANGUARD VANG TARGET RET 2065 | Other securities | — | — | $373K | 0.5% | |
| VANGUARD VANG EM STK IDX ADM | Other securities | — | — | $340K | 0.5% | |
| VANGUARD VANG INTL GROWTH ADM | Other securities | — | — | $330K | 0.5% | |
| VANGUARD VANG SMCP GR IDX ADM | Other securities | — | — | $210K | 0.3% | |
| VANGUARD VAN REAL EST IDX ADM | Other securities | — | — | $148K | 0.2% | |
| GREEN CENTURY FUNDS GREEN CENTURY BAL | Other securities | — | — | $123K | 0.2% | |
| VANGUARD VANG TARGET RET 2070 | Other securities | — | — | $26K | <0.1% | |
| FIDELITY Government Money Market | Cash / Money Market | — | — | $18K | <0.1% | |
| METLIFE STABLE VAL J GREAT GRAY TRUST COMPANY, LLC · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
