Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST MERCHANTS PRIVATE WEALTH ADV | 35-0508403 | — | TRUSTEE | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund K6 | Other securities | — | — | $1.5M | 18.0% | |
| T. Rowe Price Dividend Growth Fund I Class | Other securities | — | — | $849K | 10.4% | |
| Vanguard Mid Cap Index Fund Admiral Class | Other securities | — | — | $779K | 9.6% | |
| Vanguard Windsor II Admiral Class | Other securities | — | — | $620K | 7.6% | |
| Vanguard Target 2030 Investor | Other securities | — | — | $533K | 6.5% | |
| Vanguard Small-Cap Growth Index Admiral | Other securities | — | — | $499K | 6.1% | |
| Federated Govt Obligation Pr Fund | Other securities | — | — | $304K | 3.7% | |
| Vanguard Target 2040 Investor | Other securities | — | — | $303K | 3.7% | |
| Vanguard Small-Cap Value Index Fund Admiral | Other securities | — | — | $294K | 3.6% | |
| Lord Abbett High Yield Fund R6 | Other securities | — | — | $274K | 3.4% | |
| Vanguard Target 2035 Investor | Other securities | — | — | $246K | 3.0% | |
| Vanguard Balanced Index Admiral | Other securities | — | — | $241K | 3.0% | |
| Vanguard Target 2020 Investor | Other securities | — | — | $189K | 2.3% | |
| Vanguard Target 2050 Investor | Other securities | — | — | $165K | 2.0% | |
| American Funds Europacific Growth Class R6 | Other securities | — | — | $157K | 1.9% | |
| Vanguard Small-Cap Index Admiral | Other securities | — | — | $152K | 1.9% | |
| Federated Total Return Bond Fund R6 | Other securities | — | — | $146K | 1.8% | |
| Vanguard Selected Value | Other securities | — | — | $146K | 1.8% | |
| Vanguard Short-Term Federal Fund Admiral | Other securities | — | — | $88K | 1.1% | |
| Vanguard Target 2065 Investor | Other securities | — | — | $66K | 0.8% | |
| Participants Participant Loans Rates from 5.00% to 8.50% - | Bonds / Notes | — | — | $60K | 0.7% | |
| Vanguard Target Retirement Income | Other securities | — | — | $57K | 0.7% | |
| Vanguard Target 2025 Investor | Other securities | — | — | $56K | 0.7% | |
| Vanguard Target 2055 Investor | Other securities | — | — | $56K | 0.7% | |
| Fidelity Advisor International Small Cap Fund Class Z | Other securities | — | — | $50K | 0.6% | |
| Vanguard Real Estate Index Admiral | Other securities | — | — | $46K | 0.6% | |
| Vanguard Target 2060 Investor | Other securities | — | — | $39K | 0.5% | |
| Vanguard Target 2045 Investor | Other securities | — | — | $36K | 0.4% | |
| Vanguard High Dividend Yield Index Fund Admiral | Other securities | — | — | $33K | 0.4% | |
| MFS Mid Cap Growth Fund Class R5 | Other securities | — | — | $25K | 0.3% | |
| Dodge & Cox International Stock Fund | Other securities | — | — | $24K | 0.3% | |
| Vanguard Target 2070 Investor | Other securities | — | — | $10K | 0.1% | |
| Vanguard 500 Index Admiral | Other securities | — | — | $10K | 0.1% | |
| Vanguard International Growth Fund Admiral | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
