Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT/FINANCIAL ADVI | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| . MFS Lifetime 2030 Ret Acct Mutual funds | Other securities | — | — | $1.3M | 25.0% | |
| MFS Lifetime 2045 Ret Acct Mutual funds | Other securities | — | — | $1.0M | 19.7% | |
| MFS Lifetime Income Ret Acct Mutual funds | Other securities | — | — | $704K | 13.7% | |
| MFS Lifetime 2050 Ret Acct Mutual funds | Other securities | — | — | $510K | 9.9% | |
| MFS Lifetime 2025 Ret Acct Mutual funds | Other securities | — | — | $385K | 7.5% | |
| MFS Lifetime 2040 Ret Acct Mutual funds | Other securities | — | — | $292K | 5.7% | |
| MFS Lifetime 2055 Ret Acct Mutual funds | Other securities | — | — | $281K | 5.5% | |
| MFS Lifetime 2035 Ret Acct Mutual funds | Other securities | — | — | $228K | 4.4% | |
| MFS Lifetime 2060 Ret Acct Mutual funds | Other securities | — | — | $207K | 4.0% | |
| Participant Loans Interest rates from 4.25% to 9.50% $0 | Bonds / Notes | — | — | $163K | 3.2% | |
| MFS Lifetime 2065 Ret Acct Mutual funds | Other securities | — | — | $74K | 1.4% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
