Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $2.6M | 20.6% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.4M | 19.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.9M | 14.7% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.5M | 12.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.2M | 9.6% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $444K | 3.5% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $386K | 3.1% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $293K | 2.3% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $254K | 2.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $217K | 1.7% | |
| PARNASSUS CORE EQUITY INV | Registered Investment Companies | — | — | $168K | 1.3% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $165K | 1.3% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $142K | 1.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $129K | 1.0% | |
| DFA INT GOVT FIXED INC INST 76 REGISTERED INVESTMENT COMPANY AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $122K | 1.0% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $111K | 0.9% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $108K | 0.9% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $90K | 0.7% | |
| DFA INTL VALUE PORT INST | Registered Investment Companies | — | — | $75K | 0.6% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $64K | 0.5% | |
| DFA EMG MKT CORE EQ 2 I | Registered Investment Companies | — | — | $59K | 0.5% | |
| VIRTUS SEIX HIGH YIELD I 535 REGISTERED INVESTMENT COMPANY DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $42K | 0.3% | |
| VANGUARD SH TERM BD INDEX ADM | Registered Investment Companies | — | — | $40K | 0.3% | |
| PIMCO SHORT TERM FUND - INST | Registered Investment Companies | — | — | $23K | 0.2% | |
| DFA INVESTMENT GRADE PORT INST | Registered Investment Companies | — | — | $21K | 0.2% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $18K | 0.1% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $17K | 0.1% | |
| FID ST TREAS BOND INDX | Registered Investment Companies | — | — | $9K | <0.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $6K | <0.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $6K | <0.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $6K | <0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $6K | <0.1% | |
| VAN SH TERM CORP BOND IDX ADM | Registered Investment Companies | — | — | $5K | <0.1% | |
| VAN WELLESLEY INCOME - INV | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
