Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIAM BLAIR & COMPANY | 36-2214610 | CHICAGO, IL | NONE | $132K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares Core US Aggregate Bond ETF - | Other securities | — | — | $1.2M | 7.4% | |
| Mastercard, Inc. Common stock - Class A - | Common Stock | — | — | $1.2M | 7.1% | |
| Vanguard Intl Equity Index FDS All-World Ex-U.S. Index - | Other securities | — | — | $883K | 5.4% | |
| Amphenol Corp Common stock - Class A - | Common Stock | — | — | $781K | 4.7% | |
| Fiserv, Inc. Common stock - | Common Stock | — | — | $773K | 4.7% | |
| Zoetis, Inc. Common stock - Class A - | Common Stock | — | — | $753K | 4.6% | |
| Watsco, Inc. Common stock - Class A - | Common Stock | — | — | $659K | 4.0% | |
| Goldman Sachs Income Builder R6 - | Other securities | — | — | $656K | 4.0% | |
| UnitedHealth Group, Inc. Common stock - | Common Stock | — | — | $648K | 3.9% | |
| IDEXX Laboratories, Inc. Common stock - | Common Stock | — | — | $624K | 3.8% | |
| Fidelity Government cash reserves - $ | Cash / Money Market | — | — | $586K | 3.6% | |
| Intuit, Inc. Common stock - | Common Stock | — | — | $537K | 3.3% | |
| Vanguard Interm-Term Investment-Grade Adm - | Other securities | — | — | $465K | 2.8% | |
| Progressive Corp Common stock - | Common Stock | — | — | $462K | 2.8% | |
| Alphabet, Inc. Common stock - Class A - | Common Stock | — | — | $460K | 2.8% | |
| Adobe Systems, Inc. Common stock - | Common Stock | — | — | $458K | 2.8% | |
| Copart, Inc. Common stock - | Common Stock | — | — | $445K | 2.7% | |
| Tyler Technologies, Inc. Common stock - | Common Stock | — | — | $438K | 2.7% | |
| Vanguard Short-Term Investment-Grade Instl - | Other securities | — | — | $438K | 2.7% | |
| Amazon.com, Inc. Common stock - | Common Stock | — | — | $392K | 2.4% | |
| American Tower Corp Common stock - | Common Stock | — | — | $376K | 2.3% | |
| EOG Resources, Inc. Common stock - | Common Stock | — | — | $371K | 2.2% | |
| Nvidia Corp Common stock - | Common Stock | — | — | $363K | 2.2% | |
| Rollins, Inc. Common stock - | Common Stock | — | — | $319K | 1.9% | |
| Veeva Systems, Inc. Common stock - Class A - | Common Stock | — | — | $293K | 1.8% | |
| Alphabet, Inc. Common stock - Class C - | Common Stock | — | — | $271K | 1.6% | |
| CoStar Group, Inc. Common stock - | Common Stock | — | — | $255K | 1.5% | |
| Intercontinental Exchange, Inc. Common stock - | Common Stock | — | — | $251K | 1.5% | |
| Pool Corp Common stock - | Common Stock | — | — | $211K | 1.3% | |
| Axon Enterprise, Inc. Common stock - | Common Stock | — | — | $163K | 1.0% | |
| BWX Technologies, Inc. Common stock - | Common Stock | — | — | $153K | 0.9% | |
| Clearwater Analytics Holdings, Inc. Common stock - Class A - | Common Stock | — | — | $150K | 0.9% | |
| Accenture PLC Common stock - Class A - | Common Stock | — | — | $116K | 0.7% | |
| Procore Technologies Ord Common stock - | Common Stock | — | — | $92K | 0.6% | |
| Lancaster Colony Corp Common stock - | Common Stock | — | — | $74K | 0.5% | |
| Neogen Corp Common stock - | Common Stock | — | — | $70K | 0.4% | |
| Ryan Specialty Holdings, Inc. Common stock - Class A - | Common Stock | — | — | $65K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
