Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CADARET GRANT & CO INC | — | SYRACUSE, NY | BROKER/DEALER | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTURIAL CONSULTING SERVICES, INC. | — | AMHERST, NY | THIRD PARTY ADMINISTRATO | — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan Investment Management Inc. | Common Stock | — | — | $2.0M | 16.0% | |
| Vanguard Group | Common Stock | — | — | $1.4M | 11.5% | |
| Voya Retirement Insurance and Annuity Company | Other securities | — | — | $1.4M | 11.0% | |
| American Funds | Other securities | — | — | $1.2M | 9.3% | |
| American Funds | Other securities | — | — | $622K | 5.0% | |
| American Funds | Other securities | — | — | $479K | 3.8% | |
| Fidelity Investments | Other securities | — | — | $446K | 3.6% | |
| American Funds | Other securities | — | — | $445K | 3.6% | |
| Columbia Threadneedle Investments | Other securities | — | — | $405K | 3.2% | |
| American Funds | Other securities | — | — | $400K | 3.2% | |
| American Funds | Other securities | — | — | $378K | 3.0% | |
| American Funds | Other securities | — | — | $352K | 2.8% | |
| American Funds | Other securities | — | — | $347K | 2.8% | |
| American Funds | Other securities | — | — | $309K | 2.5% | |
| Vanguard Group | Common Stock | — | — | $308K | 2.5% | |
| American Funds | Other securities | — | — | $280K | 2.2% | |
| PGIM, Inc. | Common Stock | — | — | $275K | 2.2% | |
| MFS Investment Management | Other securities | — | — | $237K | 1.9% | |
| Brothers of Mercy Retirement Savings Plan | Other securities | — | — | $224K | 1.8% | |
| DFREX Holdings | Common Stock | — | — | $214K | 1.7% | |
| MFS Investment Management | Other securities | — | — | $148K | 1.2% | |
| Fidelity Investments | Other securities | — | — | $126K | 1.0% | |
| Harbor Capital | Other securities | — | — | $120K | 1.0% | |
| American Funds | Other securities | — | — | $99K | 0.8% | |
| American Funds | Other securities | — | — | $88K | 0.7% | |
| Franklin Templeton | Other securities | — | — | $58K | 0.5% | |
| Franklin Templeton | Other securities | — | — | $51K | 0.4% | |
| American Funds | Other securities | — | — | $42K | 0.3% | |
| American Funds | Other securities | — | — | $34K | 0.3% | |
| Vanguard Group | Common Stock | — | — | $22K | 0.2% | |
| Fidelity Investments | Other securities | — | — | $22K | 0.2% | |
| Voya Retirement Insurance and Annuity Company | Other securities | — | — | $12K | <0.1% | |
| DFREX Holdings | Common Stock | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
