Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LJI WEALTH MANAGEMENT, LLC | 26-0237809 | INDIANAPOLIS, IN | ADVISOR | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Short-Term Bond Index Fund Adm | Other securities | — | — | $1.2M | 17.3% | |
| Fidelity 500 Index | Other securities | — | — | $1.1M | 16.3% | |
| Vanguard Val Indx Adml | Other securities | — | — | $708K | 10.6% | |
| Vanguard Growth Index Adm | Other securities | — | — | $697K | 10.5% | |
| USAA Nasdaq 100 Index | Other securities | — | — | $681K | 10.2% | |
| Fidelity Smcap Indx | Other securities | — | — | $593K | 8.9% | |
| Vanguard Midcap Value Index Adm | Other securities | — | — | $333K | 5.0% | |
| Vanguard Small Cap Value Index Fund Adm | Other securities | — | — | $276K | 4.1% | |
| Vanguard Target Retirement 2035 Fund Inv | Other securities | — | — | $238K | 3.6% | |
| Vanguard Total Bond Market Ldx Adm | Other securities | — | — | $171K | 2.6% | |
| Janus Henderson Enterprise Fund Class N | Other securities | — | — | $93K | 1.4% | |
| Vanguard Target Retirement Income Fund Inv | Other securities | — | — | $73K | 1.1% | |
| Vanguard Target Retirement 2025 Fund Inv | Other securities | — | — | $71K | 1.1% | |
| Hartford Growth Opportunity R6 | Other securities | — | — | $56K | 0.8% | |
| T. Rowe Price Capital Appreciation Fund | Other securities | — | — | $45K | 0.7% | |
| ClearBridge Large Cap Value Fund | Other securities | — | — | $44K | 0.7% | |
| Vanguard Target Retirement 2060 Fund Inv | Other securities | — | — | $44K | 0.7% | |
| Vanguard Wellington Fund Inv | Other securities | — | — | $43K | 0.6% | |
| Baron Small Cap | Other securities | — | — | $42K | 0.6% | |
| Vanguard Target Retirement 2045 Fund Inv | Other securities | — | — | $37K | 0.6% | |
| Principal MidCap S&P 400 Index Fund Instl | Other securities | — | — | $34K | 0.5% | |
| Vanguard Small-Cap Growth Index Fund Adm | Other securities | — | — | $28K | 0.4% | |
| DFA International Core Equity Portfolio Instl | Other securities | — | — | $27K | 0.4% | |
| Nationwide Life Insurance Company | Other securities | — | — | $27K | 0.4% | |
| Vanguard Target Retirement 2040 Fund Inv | Other securities | — | — | $20K | 0.3% | |
| DFA Emerging Markets Core Equity Portfolio Instl | Other securities | — | — | $11K | 0.2% | |
| Federated Hermes Government Obligations | Other securities | — | — | $10K | 0.1% | |
| Vanguard Target Retirement 2030 Fund Inv | Other securities | — | — | $7K | 0.1% | |
| DFA Real Estate Securities Portfolio Instl | Other securities | — | — | $6K | <0.1% | |
| Vanguard Target Retirement 2065 Fund Inv | Other securities | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2050 Fund Inv | Other securities | — | — | $2K | <0.1% | |
| Lazard Intl Strat Eq Inst | Other securities | — | — | $2K | <0.1% | |
| Vanguard Target Retirement 2055 Fund Inv | Other securities | — | — | $2K | <0.1% | |
| Fidelity Emrg Mkt Indx | 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.
