Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMERITI RETIREMENT HEALTH SOLUTIONS | 57-1194227 | — | CONSULTANT | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2040 Fund 33,151 shares | Other securities | — | $33K | $971K | 29.8% | |
| Nuveen Lifecycle Index 2045 Fund 24,513 shares | Other securities | — | $25K | $757K | 23.2% | |
| Nuveen Lifecycle Index 2050 Fund 18,031 shares | Other securities | — | $18K | $568K | 17.4% | |
| Nuveen Lifecycle Index 2055 Fund 7,447 shares | Other securities | — | $7K | $190K | 5.8% | |
| Nuveen Lifecycle Index 2035 Fund 6,344 shares | Other securities | — | $6K | $170K | 5.2% | |
| Money Market Fund Vanguard Federal Money Market Fund 104,686 shares | Cash / Money Market | — | $105K | $105K | 3.2% | |
| Nuveen Lifecycle Index 2025 Fund 4,895 shares | Other securities | — | $5K | $105K | 3.2% | |
| Fidelity Total Market Index Fund 613 shares | Other securities | — | — | $99K | 3.0% | |
| Nuveen Lifecycle Index 2030 Fund 4,025 shares | Other securities | — | $4K | $97K | 3.0% | |
| Fidelity 500 Index Fund 279 shares | Other securities | — | — | $57K | 1.7% | |
| Nuveen Lifecycle Index 2020 Fund 2,455 shares | Other securities | — | $2K | $46K | 1.4% | |
| Nuveen Lifecycle Index 2060 Fund 1,983 shares | Other securities | — | $2K | $39K | 1.2% | |
| Nuveen Lifecycle Index 2065 Fund 797 shares | Other securities | — | — | $11K | 0.3% | |
| Fidelity Total International Index Fund 632 shares | Other securities | — | — | $8K | 0.3% | |
| Nuveen Lifecycle Index 2015 Fund 302 shares | Mutual Funds | — | — | $5K | 0.2% | |
| Baird Aggregate Bond Inst Fund 375 shares | Other securities | — | — | $4K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
