Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRON HORSE WEALTH MANAGEMENT | — | JOHNSTON, IA | NONE | $61K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Non-Fully Benefit-Responsive Investment Contract * TIAA Traditional Annuity Nonbenefit-Responsive | Other securities | — | — | $3.0M | 11.8% | |
| The Vanguard Group Vanguard Target Retirement 2030 Fund | Common Stock | — | — | $3.0M | 11.7% | |
| The Vanguard Group Vanguard Target Retirement 2025 Fund | Common Stock | — | — | $1.9M | 7.6% | |
| CREF Stock R1 | Other securities | — | — | $1.8M | 7.0% | |
| The Vanguard Group Vanguard Target Retirement 2020 Fund | Common Stock | — | — | $1.5M | 5.9% | |
| The Vanguard Group Vanguard Target Retirement Income Fund | Common Stock | — | — | $1.4M | 5.4% | |
| Fully Benefit-Responsive Investment Contract * TIAA Traditional Annuity Fully Benefit-Responsive | Other securities | — | — | $1.3M | 5.0% | |
| The Vanguard Group Vanguard Target Retirement 2035 Fund | Common Stock | — | — | $961K | 3.8% | |
| CREF Growth R1 | Other securities | — | — | $890K | 3.5% | |
| The Vanguard Group Vanguard Total Stock Market ETF | Common Stock | — | — | $821K | 3.3% | |
| The Vanguard Group Vanguard Target Retirement 2045 Fund | Common Stock | — | — | $774K | 3.1% | |
| CREF Global Equities R1 | Other securities | — | — | $634K | 2.5% | |
| The Vanguard Group Vanguard S&P 500 ETF | Common Stock | — | — | $604K | 2.4% | |
| CREF Equity Index R1 | Other securities | — | — | $500K | 2.0% | |
| The Vanguard Group Vanguard Growth Index ETF | Common Stock | — | — | $419K | 1.7% | |
| CREF Money Market R1 | Cash / Money Market | — | — | $386K | 1.5% | |
| s (Continued) * The Vanguard Group Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $365K | 1.4% | |
| The Vanguard Group Vanguard Target Retirement 2050 Fund | Common Stock | — | — | $349K | 1.4% | |
| The Vanguard Group Vanguard Target Retirement 2055 Fund | Common Stock | — | — | $298K | 1.2% | |
| CREF Social Choice R1 | Other securities | — | — | $293K | 1.2% | |
| Fidelity 500 Index Fund | Other securities | — | — | $283K | 1.1% | |
| The Vanguard Group Vanguard Federal Money Market Inv | Cash / Money Market | — | — | $251K | 1.0% | |
| Registered Investment Companies CREF Accounts * CREF Bond Market R1 | Other securities | — | — | $232K | 0.9% | |
| TIAA Nuveen Lifecycle 2025 T4 | Other securities | — | — | $231K | 0.9% | |
| TIAA REAL ESTATE FUND TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $215K | 0.9% | |
| TIAA-CREF Nuveen Bond Index R6 ** 567 * TIAA-CREF Nuveen Inflation Linked Bond Premier | Other securities | — | — | $200K | 0.8% | |
| The Vanguard Group Vanguard Intl High Div Yield Index ETF | Common Stock | — | — | $182K | 0.7% | |
| The Vanguard Group Vanguard High Dividend Yield Index Adm ** 287 * The Vanguard Group Vanguard High Yield Corp Adm | Common Stock | — | — | $179K | 0.7% | |
| American Century American Century Strat Allc: Cnsrv R6 | Mutual Funds | — | — | $154K | 0.6% | |
| DFA Emerging Markets Portfolio Inst | Other securities | — | — | $137K | 0.5% | |
| The Vanguard Group Vanguard Small-Cap Index Adm | Common Stock | — | — | $126K | 0.5% | |
| TIAA Nuveen Lifecycle 2035 T4 | Other securities | — | — | $112K | 0.4% | |
| The Vanguard Group Vanguard Small-Cap Value Index Adm | Common Stock | — | — | $109K | 0.4% | |
| The Vanguard Group Vanguard FTSE Social Index Adm | Common Stock | — | — | $93K | 0.4% | |
| The Vanguard Group Vanguard International Value Inv | Common Stock | — | — | $82K | 0.3% | |
| TIAA Nuveen Mid-Cap Growth T4 | Other securities | — | — | $79K | 0.3% | |
| TIAA Nuveen Large Cap Growth T4 | Other securities | — | — | $79K | 0.3% | |
| The Vanguard Group Vanguard Total Bond Market ETF | Common Stock | — | — | $77K | 0.3% | |
| TIAA Nuveen Real Estate Secs T4 | Other securities | — | — | $70K | 0.3% | |
| DFA Investment Grade Instl | Other securities | — | — | $66K | 0.3% | |
| CREF Inflation-Linked Bond R1 | Other securities | — | — | $65K | 0.3% | |
| The Vanguard Group Vanguard Target Retirement 2060 Fund | Common Stock | — | — | $64K | 0.3% | |
| TIAA Nuveen Lifecycle 2015 T4 | Other securities | — | — | $64K | 0.3% | |
| TIAA Nuveen Large Cap RES Equity T4 | Other securities | — | — | $62K | 0.2% | |
| TIAA Nuveen Lifecycle 2030 T4 | Other securities | — | — | $54K | 0.2% | |
| The Vanguard Group Vanguard Health Care Adm | Common Stock | — | — | $53K | 0.2% | |
| Participant loans Interest rates from 4.25% to 10.50% | Bonds / Notes | — | — | $51K | 0.2% | |
| TIAA Nuveen Large Cap Value T4 | Other securities | — | — | $48K | 0.2% | |
| The Vanguard Group Vanguard Real Estate Index Adm | Common Stock | — | — | $45K | 0.2% | |
| The Vanguard Group Vanguard FTSE Developed Markets ETF | Common Stock | — | — | $44K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
