Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PEOPLES BANK | 31-1278433 | — | NONE | $22K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Fund N/A | Other securities | — | — | $922K | 24.4% | |
| Vanguard Growth Index Admiral N/A | Other securities | — | — | $328K | 8.7% | |
| Fidelity Interm Trs Bond Index N/A | Other securities | — | — | $290K | 7.7% | |
| JP Morgan JP Morgan Short Duration Bond Fund N/A | Other securities | — | — | $273K | 7.2% | |
| Vanguard Short-Term Investment Grade Admiral CL Fund N/A | Other securities | — | — | $212K | 5.6% | |
| JP Morgan JP Morgan Core Bond R6 N/A | Other securities | — | — | $166K | 4.4% | |
| JP Morgan Large Cap Growth Fund N/A | Other securities | — | — | $157K | 4.2% | |
| JP Morgan JP Morgan US Equity Fund Class R6 N/A | Other securities | — | — | $151K | 4.0% | |
| Vanguard Small Cap Index Admiral N/A | Other securities | — | — | $131K | 3.5% | |
| Vanguard Equity Income - Admiral N/A | Other securities | — | — | $129K | 3.4% | |
| Pimco Income Fund Instl Class Fund N/A | Other securities | — | — | $119K | 3.1% | |
| Fidelity Government Money Market Fund Premium N/A | Cash / Money Market | — | — | $110K | 2.9% | |
| Thrivant Large Cap Value Fund Class S N/A | Other securities | — | — | $105K | 2.8% | |
| DFA International Value N/A | Other securities | — | — | $105K | 2.8% | |
| Fidelity International Index Fund N/A | Other securities | — | — | $103K | 2.7% | |
| MFS International Equity Fund N/A | Other securities | — | — | $103K | 2.7% | |
| Vanguard Target Retirement Fund 2050 N/A | Other securities | — | — | $86K | 2.3% | |
| DFA US Small Cap I N/A | Other securities | — | — | $65K | 1.7% | |
| Vanguard Mid-Cap Index Admiral Shares N/A | Other securities | — | — | $64K | 1.7% | |
| JP Morgan JP Morgan Mid-Cap Growth R5 N/A | Other securities | — | — | $29K | 0.8% | |
| Vanguard Target Retirement Fund 2040 N/A | Other securities | — | — | $26K | 0.7% | |
| Vanguard Target Retirement Fund 2025 N/A | Other securities | — | — | $19K | 0.5% | |
| Principal Small-Cap Growth CL I Fund N/A | Other securities | — | — | $16K | 0.4% | |
| Vanguard Short-Term Bond Index Fund N/A | Other securities | — | — | $13K | 0.4% | |
| Vanguard Target Retirement Fund 2055 N/A | Other securities | — | — | $13K | 0.3% | |
| Vanguard Target Retirement Fund 2045 N/A | Other securities | — | — | $11K | 0.3% | |
| American Funds New World R6 N/A | Other securities | — | — | $6K | 0.2% | |
| Tweedy Browne Tweedy Browne Global Value Fund N/A | Other securities | — | — | $6K | 0.1% | |
| Vanguard Information Technology Index Fund N/A | Other securities | — | — | $5K | 0.1% | |
| Charles Schwab International Index Fund N/A | Other securities | — | — | $4K | 0.1% | |
| Fidelity Small-Cap Index Instl Premium CL N/A | Other securities | — | — | $2K | <0.1% | |
| Vanguard Target Retirement Fund 2030 N/A | Other securities | — | — | $1K | <0.1% | |
| Principal Short Term Income Fund N/A | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
