Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WALLINGTON ASSET MANAGEMENT | — | INDIANAPOLIS, IN | INVESTMENT ADVISOR | $81K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard FTSE Developed | Other securities | — | $798K | $823K | 5.0% | |
| Schwab Government Money Market Fund | Cash / Money Market | — | — | $724K | 4.4% | |
| Microsoft Corp | Common Stock | — | $99K | $683K | 4.1% | |
| Ishares Core S&P Small Cap ETF | Other securities | — | $417K | $576K | 3.5% | |
| TJX Companies Inc | Common Stock | — | $169K | $562K | 3.4% | |
| Linde Plc | Common Stock | — | $245K | $528K | 3.2% | |
| Apple Inc | Common Stock | — | $67K | $523K | 3.2% | |
| Visa Inc | Common Stock | — | $173K | $474K | 2.9% | |
| W R Berkley Corp | Common Stock | — | $187K | $465K | 2.8% | |
| Meta Platforms Inc | Common Stock | — | $105K | $375K | 2.3% | |
| Amazon.Com Inc | Common Stock | — | $150K | $364K | 2.2% | |
| Goldman Sachs Group | Common Stock | — | $97K | $355K | 2.1% | |
| Bank Of America Corp | Common Stock | — | $270K | $330K | 2.0% | |
| Honeywell Intl Inc | Common Stock | — | $144K | $328K | 2.0% | |
| Ishares Gold ETF | Other securities | — | $198K | $327K | 2.0% | |
| Union Pacific Corp | Common Stock | — | $193K | $319K | 1.9% | |
| Palo Alto Networks | Other securities | — | $181K | $298K | 1.8% | |
| Medtronic Plc | Common Stock | — | $289K | $294K | 1.8% | |
| S Alphabet Inc. | Common Stocks | — | $81K | $282K | 1.7% | |
| Phillips 66 | Other securities | — | $167K | $277K | 1.7% | |
| REGISTERED INVESTMENT COMPANIES Avantis US Small Cap Value ETF | Other securities | — | $217K | $268K | 1.6% | |
| Johnson & Johnson | Other securities | — | $191K | $253K | 1.5% | |
| INVESTMENT TRUSTS Amhern Tower Corp REIT | Real Estate | — | $125K | $233K | 1.4% | |
| Ishares MSCI Emerging | Other securities | — | $211K | $228K | 1.4% | |
| Cummins Inc | Common Stock | — | $189K | $220K | 1.3% | |
| Deere & Co | Common Stock | — | $190K | $195K | 1.2% | |
| Lowes Companies Inc | Common Stock | — | $94K | $185K | 1.1% | |
| Amgen Inc. | Common Stock | — | $65K | $185K | 1.1% | |
| Exxon Mobil Corp | Common Stock | — | $113K | $179K | 1.1% | |
| UnitedHealth Grp Inc | Common Stock | — | $84K | $162K | 1.0% | |
| BP PLC | Common Stock | — | $122K | $136K | 0.8% | |
| (CONTINUED) Abbvie Inc., 3.2%, due May 2026 | Corporate Bonds | — | $135K | $133K | 0.8% | |
| Bank of America, 3.248%, due October 2027 | Bonds / Notes | — | $142K | $130K | 0.8% | |
| RTX CORP, 3.125% due May 2027 | Bonds / Notes | — | $138K | $130K | 0.8% | |
| Spdr Gold Shares ETF | Other securities | — | $36K | $126K | 0.8% | |
| Intel Corp, 3.7%, due July 2025 | Bonds / Notes | — | $133K | $124K | 0.7% | |
| Elevance Health, 2.875%, due September 2029 | Bonds / Notes | — | $140K | $123K | 0.7% | |
| CVS Health Corp., 1.3%, due August 2027 | Bonds / Notes | — | $130K | $122K | 0.7% | |
| JPMorgan Chase 2.95%, July 2026 | Bonds / Notes | — | $122K | $122K | 0.7% | |
| United Parcel Services, 3.4%, Due March 2029 | Bonds / Notes | — | $122K | $119K | 0.7% | |
| FFCB, 4.52%, due August 2026 | Bonds / Notes | — | $115K | $115K | 0.7% | |
| Dover Corp, 3.15%, due November 2025 | Bonds / Notes | — | $120K | $113K | 0.7% | |
| Eli Lilly and Co, 4.7%, due February 2033 | Bonds / Notes | — | $111K | $113K | 0.7% | |
| McDonalds Corp., 3.5% March 2027 | Bonds / Notes | — | $127K | $112K | 0.7% | |
| Lowes Companies, 1.3%, due April 2028 | Bonds / Notes | — | $120K | $112K | 0.7% | |
| Target Corp, 4.5%, due September 2032 | Bonds / Notes | — | $12K | $111K | 0.7% | |
| Honeywell International, 2.5% November 2026 | Bonds / Notes | — | $117K | $111K | 0.7% | |
| Disney Walt Co | Common Stock | — | $57K | $109K | 0.7% | |
| Home Depot Inc | Common Stock | — | $16K | $109K | 0.7% | |
| Broadcom Inc, 4.3%, due November 2032 | Bonds / Notes | — | $107K | $108K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
