Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $20K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD INST. 500 IND. TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $3.9M | 18.3% | |
| Vanguard Target Retirement 2035 Fund Mutual fund | Other securities | — | — | $3.4M | 16.0% | |
| Vanguard Target Retirement 2045 Fund Mutual fund | Other securities | — | — | $3.3M | 15.4% | |
| Vanguard Institutional Total Bond Market Index Trust Common collective trust fund | Common Collective Trusts | — | — | $1.7M | 8.0% | |
| VANGUARD INST. TTL BND. MK IND. TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $1.7M | 8.0% | |
| STATE STREET RUSSELL SMALL MIDCAP STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $1.4M | 6.4% | |
| JPMCB U.S ACTIVE CORE; CF-A CLASS JPMORGAN CHASE BANK, N.A. · EIN 13-4043928 / PN 001 | Common Collective Trust | — | — | $912K | 4.3% | |
| Eaton Vance Atlanta Capital SMID Cap Fund Mutual fund | Other securities | — | — | $849K | 4.0% | |
| The Clorox Company Common Stock Common stock | Common Stock | — | — | $791K | 3.7% | |
| Vanguard Target Retirement 2025 Fund Mutual fund | Other securities | — | — | $785K | 3.7% | |
| GALLIARD STABLE RETURN FUND E SEI TRUST COMPANY · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $595K | 2.8% | |
| Interest rates ranging from * Participant Loans 4.25 to 9.50% | Bonds / Notes | — | — | $446K | 2.1% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | Other securities | — | — | $403K | 1.9% | |
| Vanguard Target Retirement 2030 Fund Mutual fund | Other securities | — | — | $306K | 1.4% | |
| MFS INTERNATIONAL EQUITY CIT; CL 3A MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $261K | 1.2% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | Other securities | — | — | $232K | 1.1% | |
| MetWest Total Return Bond Fund Common collective trust fund | Common Collective Trusts | — | — | $141K | 0.7% | |
| METROPOLITAN WEST TTL RET BND CIT SEI TRUST COMPANY · EIN 26-3015340 / PN 030 | Common Collective Trust | — | — | $141K | 0.7% | |
| Vanguard Target Retirement Inc Fund Mutual fund | Common Stock | — | — | $129K | 0.6% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | Other securities | — | — | $55K | 0.3% | |
| Northern Global Sustainability Index Fund Mutual fund | Other securities | — | — | $23K | 0.1% | |
| Vanguard Target Retirement 2065 Fund Mutual fund | Other securities | — | — | $3K | <0.1% | |
| METWEST T'TL RETURN BOND FUND; CL D SEI TRUST COMPANY · EIN 26-3015340 / PN 030 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
