Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART ADVISORS | — | DUBLIN, OH | ADVISOR | $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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Large Cap Growth Index Mutual Funds | Other securities | — | — | $1.2M | 12.5% | |
| Vanguard Total Stock Mkt Idx Adm Mutual Funds | Other securities | — | — | $980K | 10.6% | |
| Dodge & Cox Income X Mutual Funds | Other securities | — | — | $595K | 6.5% | |
| American New Perspective Fund Class R6 Mutual Funds | Other securities | — | — | $570K | 6.2% | |
| Great Gray Europacific Growth Trust R1 Mutual Funds | Other securities | — | — | $528K | 5.7% | |
| Janus Henderson Enterprise Fund T Shares Mutual Funds | Other securities | — | — | $435K | 4.7% | |
| Fidelity Freedom Index 2040 - Inv Mutual Funds | Other securities | — | — | $424K | 4.6% | |
| Vanguard Small-Cap Growth Index Fund Adm Mutual Funds | Other securities | — | — | $413K | 4.5% | |
| RELIANCE METLIFE SVF SERIES 25053 C RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $409K | 4.4% | |
| Vanguard Small Cap Value Index Admiral Mutual Funds | Other securities | — | — | $401K | 4.3% | |
| Vanguard Real Estate Index - Admiral Mutual Funds | Other securities | — | — | $378K | 4.1% | |
| Fidelity Freedom Index 2055 - Inv Mutual Funds | Other securities | — | — | $362K | 3.9% | |
| Vanguard Total Bond Market Index Adm Mutual Funds | Other securities | — | — | $347K | 3.8% | |
| Fidelity Freedom Index 2050 - Inv Mutual Funds | Other securities | — | — | $269K | 2.9% | |
| Mid Cap Value Fund II CL R1 Mutual Funds | Other securities | — | — | $262K | 2.8% | |
| Fidelity Freedom Index 2035 - Inv Mutual Funds | Other securities | — | — | $255K | 2.8% | |
| American Funds Balanced R6 Mutual Funds | Other securities | — | — | $228K | 2.5% | |
| Lord Abbett High Yield Fund Class R6 Mutual Funds | Other securities | — | — | $216K | 2.3% | |
| Fidelity Freedom Index 2020 - Inv Mutual Funds | Other securities | — | — | $206K | 2.2% | |
| Fidelity Freedom Index 2030 - Inv Mutual Funds | Other securities | — | — | $197K | 2.1% | |
| Vanguard Equity-Income Adm Mutual Funds | Other securities | — | — | $177K | 1.9% | |
| Fidelity Freedom Index 2045 - Inv Mutual Funds | Other securities | — | — | $155K | 1.7% | |
| Notes receivable from participants Bearing interest at 5.25% to 10.50% | Bonds / Notes | — | — | $94K | 1.0% | |
| Fidelity Freedom Index 2025 - Inv Mutual Funds | Other securities | — | — | $90K | 1.0% | |
| Vanguard Total International Stock Index Admiral Mutual Funds | Other securities | — | — | $43K | 0.5% | |
| Fidelity Freedom Index 2060 - Inv Mutual Funds | Other securities | — | — | $26K | 0.3% | |
| Fidelity Freedom Index 2065 - Inv Mutual Funds | Other securities | — | — | $13K | 0.1% | |
| Vanguard Total International Bond Index Mutual Funds | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
