Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $35K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE AGENCY INC | 33-0785439 | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $326K | 9.2% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $322K | 9.1% | |
| TROWE PRICE ALLCAP OPPS I | Registered Investment Companies | — | — | $279K | 7.9% | |
| CORE BOND FUND R1 WILMINGTON TRUST CO · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $203K | 5.7% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $196K | 5.6% | |
| FIDELITY OVERSEAS FUND K | Registered Investment Companies | — | — | $177K | 5.0% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $171K | 4.8% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $169K | 4.8% | |
| JANUS HENDERSON ENTERPRISE - I | Registered Investment Companies | — | — | $164K | 4.6% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $152K | 4.3% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $142K | 4.0% | |
| VANGUARD UTIL IDX ADM | Registered Investment Companies | — | — | $131K | 3.7% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $119K | 3.4% | |
| VANGUARD CONS STAPLES IDX ADM | Registered Investment Companies | — | — | $114K | 3.2% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $76K | 2.1% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $72K | 2.0% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $70K | 2.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $68K | 1.9% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $68K | 1.9% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $57K | 1.6% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $55K | 1.6% | |
| T ROWE PRICE SMALL CAP VALUE I 646 REGISTERED INVESTMENT COMPANY VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $54K | 1.5% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $53K | 1.5% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $50K | 1.4% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $28K | 0.8% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $26K | 0.7% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $23K | 0.6% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $19K | 0.5% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $18K | 0.5% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $17K | 0.5% | |
| LARGE CAP GR II - R1 WILMINGTON TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $11K | 0.3% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $8K | 0.2% | |
| JPM EMERGING MARKETS EQUITY R6 | Registered Investment Companies | — | — | $8K | 0.2% | |
| VAN TOTAL WLD STOCK IDX- ADMIR | Registered Investment Companies | — | — | $5K | 0.2% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $5K | 0.1% | |
| FRANKLIN UTILITIES FUND - R6 | Registered Investment Companies | — | — | $4K | 0.1% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $2K | <0.1% | |
| FEDERATED KAUFMANN SMALLCAP R6 | Registered Investment Companies | — | — | $1K | <0.1% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $8K |
| — |
