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 | $90K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2050 Target Date Retirement Fund Class R-6 Mutual Fund | Other securities | — | — | $40.2M | 15.7% | |
| American Funds 2055 Target Date Retirement Fund Class R-6 Mutual Fund | Other securities | — | — | $34.5M | 13.5% | |
| American Funds 2045 Target Date Retirement Fund Class R-6 Mutual Fund | Other securities | — | — | $26.9M | 10.5% | |
| Fidelity 500 Index Fund Mutual Fund | Other securities | — | — | $26.4M | 10.3% | |
| American Funds 2040 Target Date Retirement Fund Class R-6 Mutual Fund | Other securities | — | — | $21.9M | 8.6% | |
| American Funds 2035 Target Date Retirement Fund Class R-6 Mutual Fund | Other securities | — | — | $18.2M | 7.1% | |
| Vanguard Total Stock Market Index Fund Mutual Fund | Other securities | — | — | $17.2M | 6.7% | |
| American Funds 2060 Target Date Retirement Fund Class R-6 Mutual Fund | Other securities | — | — | $14.0M | 5.5% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund | Other securities | — | — | $11.4M | 4.4% | |
| American Funds 2030 Target Date Retirement Fund Class R-6 Mutual Fund | Other securities | — | — | $9.3M | 3.6% | |
| Vanguard Developed Markets Index Fund Admiral Shares Mutual Fund | Other securities | — | — | $5.9M | 2.3% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund | Other securities | — | — | $4.5M | 1.8% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Mutual Fund | Other securities | — | — | $4.1M | 1.6% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund | Other securities | — | — | $3.9M | 1.5% | |
| Vanguard Federal Money Market Fund Mutual Fund | Cash / Money Market | — | — | $3.8M | 1.5% | |
| American Funds 2025 Target Date Retirement Fund Class R-6 Mutual Fund | Other securities | — | — | $3.0M | 1.2% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Mutual Fund | Other securities | — | — | $2.3M | 0.9% | |
| Vanguard FTSE Social Index Fund Admiral Shares Mutual Fund | Other securities | — | — | $2.3M | 0.9% | |
| American Funds New Perspective Fund Class R-6 Mutual Fund | Other securities | — | — | $1.3M | 0.5% | |
| Voya Intermediate Bond Fund Class R6 Mutual Fund | Other securities | — | — | $1.2M | 0.5% | |
| MFS Value Fund Class R6 Mutual Fund | Other securities | — | — | $1.2M | 0.5% | |
| Participant Loans to participants, bearing interest from 5.25% to 9.50% | Bonds / Notes | — | — | $1.1M | 0.4% | |
| American Funds 2015 Target Date Retirement Fund Class R-6 Mutual Fund | Other securities | — | — | $765K | 0.3% | |
| American Funds 2020 Target Date Retirement Fund Class R-6 Mutual Fund | Other securities | — | — | $571K | 0.2% | |
| American Funds 2010 Target Date Retirement Fund Class R-6 Mutual Fund | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION ASSURANCE LLP | 30-0840934 | — | ACCOUNTANT/AUDITOR | $19K | — |
