This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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.
| % of plan | |||
|---|---|---|---|
| SCHWAB IDX RET 2025 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 014 | Common Collective Trust | $1.6M | 37.0% |
| SCHWAB IDX RET 2035 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 016 | Common Collective Trust | $951K | 21.9% |
| SCHWAB IDX RET 2040 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 017 | Common Collective Trust | $495K | 11.4% |
| SCHWAB IDX RET 2030 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 015 | Common Collective Trust | $472K | 10.9% |
| SCHWAB IDX RET 2055 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 021 | Common Collective Trust | $266K | 6.1% |
| SCHWAB IDX RET 2060 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 023 | Common Collective Trust | $246K | 5.7% |
| SCHWAB IDX RET 2045 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 018 | Common Collective Trust | $126K | 2.9% |
| SCHWAB IDX RET 2050 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 019 | Common Collective Trust | $91K | 2.1% |
| SCHWAB IDX RET 2020 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 013 | Common Collective Trust | $68K | 1.6% |
| SCHWAB IDX RET 2065 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 025 | Common Collective Trust | $16K | 0.4% |
| SCHWAB IDX RET 2010 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 011 | Common Collective Trust | $1K | <0.1% |
| RT NY LIFE AA CL 25 RELIANCE TRUST COMPANY · EIN 45-6350416 / PN 001 | Common Collective Trust | $233 | <0.1% |
| CB SMALL CAP GROWTH GREAT GRAY TRUST COMPANY · EIN 38-4065336 / PN 434 | Common Collective Trust | $0 | <0.1% |
