Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MVP PLAN ADMINISTRATORS, INC | 56-2263714 | — | RECORDKEEPER | $98K | — |
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 | |||||
|---|---|---|---|---|---|---|
| NUVEEN TIAA LIFECYCLE INDEX 2045 THE NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $6.2M | 12.8% | |
| NUVEEN TIAA LIFECYCLE INDEX 2030 THE NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $6.0M | 12.3% | |
| NUVEEN TIAA LIFECYCLE INDEX 2040 THE NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $5.4M | 11.0% | |
| NUVEEN TIAA LIFECYCLE INDEX 2035 THE NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $5.3M | 10.9% | |
| NUVEEN TIAA LIFECYCLE INDEX 2050 THE NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $4.3M | 8.8% | |
| NUVEEN TIAA LIFECYCLE INDEX 2025 THE NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $3.0M | 6.2% | |
| NUVEEN TIAA LIFECYCLE INDEX 2055 THE NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $2.6M | 5.3% | |
| NUVEEN TIAA LIFECYCLE INDEX 2060 THE NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.2M | 2.4% | |
| RELIANCE TRUST METLIFE 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.3% | |
| NUVEEN TIAA LIFECYCLE INDEX 2020 THE NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.0M | 2.1% | |
| AB US LARGE CAP GROWTH COLLECTIVE T | Common Collective Trusts | — | $493K | $736K | 1.5% | |
| AB FUNDS WILMINGTON TRUST · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $736K | 1.5% | |
| NUVEEN TIAA LIFECYCLE INDEX 2015 THE NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $398K | 0.8% | |
| GUARANTEED INCOME FUND EMPOWER RETIREMENT, LLC · EIN 06-1050034 / PN 000 | Common Collective Trust | — | — | $392K | 0.8% | |
| BLACKROCK MID CAP EQUITY INDEX FD WILMINGTON TRUST · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $380K | 0.8% | |
| BLACKROCK US DEBT INDEX FUND WILMINGTON TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | — | $132K | $144K | 0.3% | |
| BLACKROCK EAFE EQUITY INDEX FUND WILMINGTON TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | $115K | $125K | 0.3% | |
| NUVEEN TIAA LIFECYCLE INDEX RET INC THE NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $122K | 0.3% | |
| NUVEEN TIAA LIFECYCLE INDEX 2065 THE NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $106K | 0.2% | |
| BLACKROCK MSCI ACWI EX-US INDEX FD WILMINGTON TRUST · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $60K | 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 |
|---|---|---|---|---|---|
| GORDON ASSET MANAGEMENT | 42-1582751 | — | ADVISOR | $19K | — |
