Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMERITI RETIREMENT HEALTH SOLUTIONS | 57-1194227 | — | CONSULTANT | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SARAH LAWRENCE COLLEGE | 04-3838445 | — | PLAN SPONSOR | $25K | — |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered Investment Companies Vanguard Target Retirement 2035 | — | — | — | $664K | 16.4% | |
| Vanguard Target Retirement 2030 | — | — | — | $633K | 15.6% | |
| Vanguard Target Retirement 2040 | — | — | — | $604K | 14.9% | |
| Schwab US Treasury Money Ultra | — | — | — | $495K | 12.2% |
| Vanguard Target Retirement 2045 | — | — | — | $438K | 10.8% |
| Vanguard Target Retirement 2025 | — | — | — | $292K | 7.2% |
| Vanguard Target Retirement 2050 | — | — | — | $212K | 5.2% |
| Vanguard Target Retirement 2055 | — | — | — | $160K | 4.0% |
| Vanguard Target Retirement Income | — | — | — | $156K | 3.9% |
| Vanguard Target Retirement 2020 | — | — | — | $129K | 3.2% |
| Fidelity 500 Index Fund | — | — | — | $83K | 2.1% |
| Vanguard Target Retirement 2060 | — | — | — | $70K | 1.7% |
| BlackRock 60/40 Target Allocation K | — | — | — | $29K | 0.7% |
| Fidelity US Bond Index | — | — | — | $20K | 0.5% |
| Vanguard Target Retirement 2065 | — | — | — | $15K | 0.4% |
| Fidelity International Index | — | — | — | $14K | 0.4% |
| Calvert US Large Cap Core Responsible Index I | — | — | — | $8K | 0.2% |
| Vanguard Short Term Inflation Protected Sec Index | — | — | — | $8K | 0.2% |
