Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $17K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2035 Target Date Retire R6 Fund | Other securities | — | — | $739K | 23.6% | |
| American Funds American Funds 2045 Target Date Retire R6 Fund | Other securities | — | — | $438K | 14.0% | |
| American Funds American Funds 2055 Target Date Retire R6 Fund | Other securities | — | — | $404K | 12.9% | |
| American Funds American Funds 2030 Target Date Retire R6 Fund | Other securities | — | — | $239K | 7.6% | |
| American Funds American Funds 2060 Target Date Retire R6 Fund | Other securities | — | — | $221K | 7.1% | |
| American Funds American Funds 2040 Target Date Retire R6 Fund | Other securities | — | — | $175K | 5.6% | |
| American Funds American Funds 2025 Target Date Retire R6 Fund | Other securities | — | — | $170K | 5.4% | |
| Fidelity Investments Fidelity Growth Company Fund | Other securities | — | — | $152K | 4.9% | |
| American Funds American Funds 2020 Target Date Retire R6 Fund | Other securities | — | — | $145K | 4.6% | |
| American Funds American Funds 2050 Target Date Retire R6 Fund | Other securities | — | — | $116K | 3.7% | |
| Vanguard Institutional Index Institutional Fund | Other securities | — | — | $57K | 1.8% | |
| MELLON STABLE VALUE FUND CLASS I THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 001 | Common Collective Trust | — | — | $53K | 1.7% | |
| Hartford Total Return Bond R6 | Other securities | — | — | $33K | 1.0% | |
| American Funds American Funds 2065 Target Date Retire R6 Fund | Other securities | — | — | $24K | 0.8% | |
| Loomis Sayles Loomis Sayles Small Cap Growth Institutional Fund | Other securities | — | — | $20K | 0.6% | |
| American Funds American Funds EuroPacific Growth Fund R6 | Other securities | — | — | $19K | 0.6% | |
| Fidelity Investments Fidelity International Index Fund | Other securities | — | — | $18K | 0.6% | |
| MassMutual Select Mid Cap Growth Fund R5 | Other securities | — | — | $17K | 0.6% | |
| PIMCO RAE US Fund Institutional Class | Other securities | — | — | $15K | 0.5% | |
| American Century American Century Small Cap Value Class R6 | Mutual Funds | — | — | $14K | 0.5% | |
| American Funds American Funds 2015 Target Date Retire R6 Fund | Other securities | — | — | $13K | 0.4% | |
| Metropolitan West Metropolitan West Total Return Bond I ** 18 MFS Mid Cap Value Fund R6 | Other securities | — | — | $12K | 0.4% | |
| Participant loans Interest rates from 4.25% to 9.50% -0- | Bonds / Notes | — | — | $7K | 0.2% | |
| Fidelity Investments Fidelity Extended Market Index Fund | Other securities | — | — | $3K | <0.1% | |
| American Funds American Funds 2010 Target Date Retire R6 Fund | Other securities | — | — | $3K | <0.1% | |
| American Funds American Funds 2070 Target Date Retire R6 Fund | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
