Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORDKEEPER | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | SERVICE PROVIDER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T Rowe Price Trowe Price Spectrum Cons Alloc FI | Other securities | — | — | $1.1M | 18.5% | |
| Voya Index Solution 2035 Portfolio Z | Other securities | — | — | $581K | 9.8% | |
| Vanguard 500 Index Fund Adm | Other securities | — | — | $472K | 8.0% | |
| JPMorgan LgCp Grw Fnd R6 Registered Investment Company | Other securities | — | — | $454K | 7.7% | |
| JP Morgan JPMorgan Large Cap Growth Fund R6 | Other securities | — | — | $454K | 7.7% | |
| Janus Hndr Balanced Fund N | Other securities | — | — | $410K | 6.9% | |
| Voya Index Solution 2050 Portfolio Z | Other securities | — | — | $392K | 6.6% | |
| Voya Index Solution 2055 Portfolio Z | Other securities | — | — | $383K | 6.5% | |
| Voya Index Solution 2040 Portfolio Z | Other securities | — | — | $365K | 6.2% | |
| Voya Index Solution 2060 Portfolio Z | Other securities | — | — | $292K | 4.9% | |
| Voya Index Solution 2030 Portfolio Z | Other securities | — | — | $231K | 3.9% | |
| Vanguard Mid-Cap Index Fund Adm | Other securities | — | — | $225K | 3.8% | |
| Voya Index Solution 2045 Portfolio Z | Other securities | — | — | $201K | 3.4% | |
| American Funds Bond Fund Am R6 | Other securities | — | — | $169K | 2.8% | |
| Fidelity Intl Index Fund | Other securities | — | — | $139K | 2.3% | |
| Vanguard Small-Cap Index Fund Adm | Other securities | — | — | $85K | 1.4% | |
| Voya Fixed Account | Other securities | — | — | $83K | 1.4% | |
| Voya Index Solution 2025 Portfolio Z | Other securities | — | — | $78K | 1.3% | |
| Voya Index Solution 2065 Portfolio Z | Other securities | — | — | $72K | 1.2% | |
| Voya Index Solution Income Port Z | Other securities | — | — | $70K | 1.2% | |
| Columbia Dividend Income Fd I3 | Other securities | — | — | $50K | 0.9% | |
| JP Morgan JPMorgan Mid Cap Growth Fund R6 | Other securities | — | — | $16K | 0.3% | |
| MFS International Growth Fund R6 | Other securities | — | — | $13K | 0.2% | |
| Lord Abbett Bd Debenture Fd R6 Registered Investment Company | U.S. Treasuries | — | — | $13K | 0.2% | |
| American Funds American Funds New World R6 | Other securities | — | — | $11K | 0.2% | |
| Am Cen Small Cap Value Fund R6 | Other securities | — | — | $10K | 0.2% | |
| Am Cen Small Cap Growth Fund R6 | Other securities | — | — | $8K | 0.1% | |
| Vangrd REIT Index Fund Adm Registered Investment Company | Common Stock | — | — | $3K | <0.1% | |
| Vanguard Real Estate Index Adm | Other securities | — | — | $3K | <0.1% | |
| MFS Mid Cap Value Fund R6 Registered Investment Company | 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.
