Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HURLOW WEALTH MANAGEMENT GROUP | — | BLOOMINGTON, IN | INVESTMENT ADVISOR | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Fund R6 72,379 shares | Other securities | — | $72K | $1.4M | 15.7% | |
| American Funds 2050 Target Date Fund R6 51,116 shares | Other securities | — | $51K | $1.1M | 12.1% | |
| American Funds 2040 Target Date Fund R6 43,995 shares | Other securities | — | $44K | $905K | 10.3% | |
| American Funds 2030 Target Date Fund R6 40,464 shares | Other securities | — | $40K | $700K | 8.0% | |
| Vanguard Growth Index - Admiral 2,982 shares | Other securities | — | $3K | $630K | 7.2% | |
| American Funds Growth Fund of AMER R6 7,784 shares | Other securities | — | $8K | $580K | 6.6% | |
| American Funds 2045 Target Date Fund R6 24,297 shares | Other securities | — | $24K | $515K | 5.9% | |
| American Funds 2055 Target Date Fund R6 18,060 shares | Other securities | — | $18K | $477K | 5.4% | |
| American Funds 2025 Target Date Fund R6 20,095 shares | Other securities | — | $20K | $305K | 3.5% | |
| American Funds Washington Mutual R6 3,676 shares | Other securities | — | $4K | $226K | 2.6% | |
| American Funds 2060 Target Date Fund R6 12,329 shares | Other securities | — | $12K | $221K | 2.5% | |
| American Funds 2015 Target Date Fund R6 17,632 shares | Other securities | — | $18K | $216K | 2.5% | |
| Vanguard Value Index - Admiral 2,802 shares | Other securities | — | $3K | $185K | 2.1% | |
| s *American Funds Europacific GR R6 3,340 shares | Mutual Funds | — | $3K | $179K | 2.0% | |
| ranging from January 2025 to July 2029 | Other securities | — | — | $166K | 1.9% | |
| Vanguard Small Cap Value Index Admiral 1,702 shares | Other securities | — | $2K | $145K | 1.6% | |
| American Funds Capital World G/I R6 2,093 shares | Other securities | — | $2K | $133K | 1.5% | |
| American Funds Small Cap World R6 1,596 shares | Other securities | — | $2K | $112K | 1.3% | |
| American Funds Capital Income Builder R6 1,599 shares | Other securities | — | $2K | $110K | 1.3% | |
| American Funds 2065 Target Date Fund R6 5,239 shares | Other securities | — | $5K | $92K | 1.0% | |
| American Funds Bond Fund of Amer R6 8,056 shares | Other securities | — | $8K | $90K | 1.0% | |
| Franklin Small Cap Growth R6 3,058 shares | Other securities | — | $3K | $84K | 1.0% | |
| Vanguard Mid Cap Index Adm 196 shares | Other securities | — | — | $64K | 0.7% | |
| American Funds Inflation Linked Bd Fd R6 6 shares 51 Vanguard High-Yield Corporate Admiral 10,583 shares | Other securities | — | $11K | $57K | 0.7% | |
| American Funds 2020 Target Date Fund R6 3,106 shares | Other securities | — | $3K | $42K | 0.5% | |
| Money Market Funds *Money Market Funds 41,499 shares | Cash / Money Market | — | $41K | $41K | 0.5% | |
| American Funds US Govt Money Market R6 52 shares 52 *American Funds 2010 Target Date Fund R6 3,332 shares | Cash / Money Market | — | $3K | $39K | 0.4% | |
| Vanguard Real Estate Index Adm 0 shares 50 *American Funds American Balanced R6 617 shares | Other securities | — | — | $21K | 0.2% | |
| Vanguard Short-Term Bond Index 1,441 shares | Other securities | — | $1K | $15K | 0.2% | |
| American Funds New World R6 13 shares | 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.
