Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Star | Other securities | — | — | $4.2M | 14.4% | |
| American Funds American Fds Gr Fd of America R6 | Other securities | — | — | $3.3M | 11.5% | |
| Vanguard 500 Index Adm | Other securities | — | — | $2.9M | 9.8% | |
| Harbor International C ore Retirement | Other securities | — | — | $2.0M | 6.7% | |
| T. Rowe Price T. Rowe Price Mid C ap Gr | Other securities | — | — | $1.9M | 6.6% | |
| Vanguard Inf-Protected Secs Adm | Other securities | — | — | $1.7M | 6.0% | |
| Dodge & C ox Dodge & C ox Stock I | Other securities | — | — | $1.7M | 5.7% | |
| Vanguard Federal Money Market | Cash / Money Market | — | — | $1.6M | 5.5% | |
| Loomis Sayles Loomis Sayles Inv Grade Bd N | Other securities | — | — | $1.3M | 4.5% | |
| Vanguard Small C ap Index Adm | Other securities | — | — | $1.2M | 4.3% | |
| Vanguard Total Stock Mkt Index Adm | Other securities | — | — | $1.0M | 3.6% | |
| Mairs & Power Mairs & Power Gr Inv | Other securities | — | — | $1.0M | 3.5% | |
| Fidelity Low-Priced Stock | Other securities | — | — | $961K | 3.3% | |
| American Funds American Funds C apital Wld G/I R6 | Other securities | — | — | $819K | 2.8% | |
| Pimco PIMC O Diversified Inc Instl | Common Stock | — | — | $753K | 2.6% | |
| Vanguard Mid C ap Index Adm | Other securities | — | — | $529K | 1.8% | |
| American Funds American Funds New World R6 | Other securities | — | — | $498K | 1.7% | |
| American Funds American Fds American Hi Inc Tr R6 | Common Stock | — | — | $324K | 1.1% | |
| T. Rowe Price T. Rowe Price Health Sciences | Other securities | — | — | $219K | 0.8% | |
| Vanguard Div Apprec Idx Admiral | Other securities | — | — | $155K | 0.5% | |
| State Street Bank & Trust C o. C ash Reserve Account | Other securities | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
