Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH. | — | FAIRFIELD, IA | NONE | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Vanguard 0 | Other securities | — | — | $2.1M | 20.0% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | Other securities | — | — | $2.0M | 19.1% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | Other securities | — | — | $1.7M | 16.4% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | Other securities | — | — | $1.3M | 12.2% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | Other securities | — | — | $1.1M | 10.8% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | Other securities | — | — | $949K | 9.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | Other securities | — | — | $324K | 3.1% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | Other securities | — | — | $165K | 1.6% | |
| JPMorgan Large Cap Growth R6 JP Morgan 0 | Other securities | — | — | $133K | 1.3% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | Other securities | — | — | $119K | 1.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | Other securities | — | — | $116K | 1.1% | |
| Putnam Large Cap Value R6 Putnam 0 | Other securities | — | — | $99K | 0.9% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 10 Vanguard Total Stock Market Index Adm Vanguard 0 | Other securities | — | — | $99K | 0.9% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | Other securities | — | — | $82K | 0.8% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $68K | 0.6% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | Other securities | — | — | $53K | 0.5% | |
| Nuveen Preferred Securities and Inc I Nuveen 0 6 PIMCO Income Instl PIMCO 0 | Common Stock | — | — | $16K | 0.2% | |
| Vanguard Federal Money Market Inv Vanguard 0 | Cash / Money Market | — | — | $15K | 0.1% | |
| DFA Emerg Mkts Social Core Equity I DFA 0 | Other securities | — | — | $7K | <0.1% | |
| Fidelity Mid Cap Index Fidelity 0 | Other securities | — | — | $3K | <0.1% | |
| Fidelity Small Cap Index Fidelity 0 | Other securities | — | — | $2K | <0.1% | |
| DFA Global Real Estate Securities DFA 0 19 DFA Intl Sustainability Core 1 Portfl I DFA 0 | Other securities | — | — | $2K | <0.1% | |
| DFA U.S. Sustainability Core 1 Portfl I DFA 0 | Other securities | — | — | $1K | <0.1% | |
| Nuveen Large Cap Responsible Equity R6 Nuveen 0 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES INC | — | WHITE PLAINS, NY | NONE | $9K | — |
