Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD | 23-1945930 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard S/T Bond Indx-Adm | U.S. Treasuries | 827,339 | $8.3M | $8.4M | 13.4% | |
| BNYM GLBL RL RTRN-Y | Other securities | 370,161 | $5.3M | $5.8M | 9.2% | |
| Ishares Barclays Tips Bond ETF | Other securities | 43,250 | $5.5M | $4.7M | 7.4% | |
| Boston TR Walden Intl Eqty | Other securities | 310,883 | $3.6M | $4.5M | 7.2% | |
| U.S. Treasury Notes | U.S. Treasuries | — | $2.5M | $2.5M | 4.0% | |
| U.S. Treasury Notes | U.S. Treasuries | — | $2.5M | $2.4M | 3.9% | |
| U.S. Treasury Notes | U.S. Treasuries | — | $2.4M | $2.4M | 3.8% | |
| U.S. Treasury Notes | U.S. Treasuries | — | $2.1M | $2.0M | 3.3% | |
| Boston Trust SMID Cap Fund | Other securities | 72,006 | $1.1M | $1.9M | 3.0% | |
| Fidelity Government Port-I | Other securities | — | $1.5M | $1.5M | 2.4% | |
| Vanguard FTSE Emerging Markets ETF | Other securities | 27,720 | $1.2M | $1.2M | 2.0% | |
| U.S. Treasury Bonds | U.S. Treasuries | — | $1.1M | $1.1M | 1.8% | |
| U.S. Treasury Notes | U.S. Treasuries | — | $987K | $995K | 1.6% | |
| U.S. Treasury Notes | U.S. Treasuries | — | $919K | $922K | 1.5% | |
| U.S. Treasury Bonds | U.S. Treasuries | — | $940K | $914K | 1.5% | |
| U.S. Treasury Tips | Other securities | — | $800K | $751K | 1.2% | |
| Microsoft Corp | Common Stock | 1,740 | $289K | $722K | 1.2% | |
| Alphabet Inc. CL A | Common Stock | 3,505 | $436K | $715K | 1.1% | |
| U.S. Treasury Notes | U.S. Treasuries | — | $645K | $647K | 1.0% | |
| U.S. Treasury Notes | U.S. Treasuries | — | $681K | $634K | 1.0% | |
| Apple Inc. | Common Stock | 2,275 | $178K | $537K | 0.9% | |
| U.S. Treasury Notes | U.S. Treasuries | — | $601K | $510K | 0.8% | |
| FNMA PL #BS7620 | Agency / Mortgage-Backed | — | $427K | $424K | 0.7% | |
| Visa Inc. | Common Stock | 1,205 | $223K | $412K | 0.7% | |
| JP Morgan Chase & Co | Common Stock | 1,475 | $181K | $394K | 0.6% | |
| U.S. Treasury Notes | U.S. Treasuries | — | $410K | $375K | 0.6% | |
| Meta Platforms Inc CL A | Common Stock | 505 | $262K | $348K | 0.6% | |
| FNMA | Agency / Mortgage-Backed | — | $356K | $346K | 0.6% | |
| FHLMC PL #SD1618 | Agency / Mortgage-Backed | — | $340K | $330K | 0.5% | |
| Exxon Mobil Corp | Common Stock | 2,910 | $217K | $311K | 0.5% | |
| Accenture Plc Cl A | Common Stock | 760 | $152K | $293K | 0.5% | |
| FNMA PL #BW9911 | Agency / Mortgage-Backed | — | $287K | $285K | 0.5% | |
| Johnson & Johnson | Other securities | 1,860 | $299K | $283K | 0.5% | |
| Unitedhealth Group Inc. | Common Stock | 500 | $159K | $271K | 0.4% | |
| Applied Materials Inc. | Common Stock | 1,500 | $217K | $271K | 0.4% | |
| Nvidia Corp | Common Stock | 2,210 | $284K | $265K | 0.4% | |
| GNMA PL #783745 | Agency / Mortgage-Backed | — | $263K | $258K | 0.4% | |
| Verizon Comm Inc. | Common Stock | — | $296K | $253K | 0.4% | |
| Starbucks Corp. | Common Stock | — | $267K | $246K | 0.4% | |
| Chubb LTD | Common Stock | 905 | $152K | $246K | 0.4% | |
| Pepsico Inc. | Common Stock | 1,570 | $223K | $237K | 0.4% | |
| Amazon.com Inc. | Common Stock | 955 | $216K | $227K | 0.4% | |
| Abbvie Inc. | Common Stock | — | $226K | $222K | 0.4% | |
| FNMA PL #BL7779 | Agency / Mortgage-Backed | — | $230K | $221K | 0.4% | |
| FHLMC PL #QF0250 | Agency / Mortgage-Backed | — | $218K | $208K | 0.3% | |
| Toyota Motor Credit | Other securities | — | $219K | $207K | 0.3% | |
| Automatic Data Processing Inc. | Common Stock | 670 | $112K | $203K | 0.3% | |
| FNMA PL #FS3658 | Agency / Mortgage-Backed | — | $204K | $200K | 0.3% | |
| Union Pac Corp | Common Stock | 765 | $142K | $190K | 0.3% | |
| Cisco Systems Inc. | Common Stock | 3,050 | $137K | $185K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| SEIX INVESTMENT ADVISORS | 95-4191764 | — | NONE | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHEM INSURANCE COMPANIES, INC. | 35-0781558 | — | NONE | $643K | — |
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | — | NONE | $396K | — |
| SLEVIN & HART, P.C. | 52-1708613 | — | NONE | $140K | — |
| BOSTON TRUST WALDEN | 04-2273811 | — | NONE | $71K | — |
| L.M. HENDERSON & COMPANY | 20-5520612 | — | NONE | $58K | — |
| CONSULTING & RISK MANAGEMENT SERVIC | 61-1317950 | — | NONE | $39K | — |
| NEW ENGLAND PENSION CONSULTANTS | 26-1429809 | — | NONE | $31K | — |
| THE SEGAL COMPANY ( EASTERN STATES) | 13-1835864 | — | NONE | $28K | — |
| EXPRESS SCRIPTS | 43-1420563 | — | NONE | $27K | — |
| FIRST HORIZON BANK | 62-0201385 | — | NONE | $15K | — |
| UNITED ACTUARIAL SERVICES INC | 35-2156428 | — | NONE | $7K | — |
