Marion Eye Centers, Ltd.'s EIN is 37-1073951.
Download the official 2024 Form 5500 (PDF) for Marion Eye Centers, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Marion Eye Centers, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $2.5M | 14.1% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $2.3M | 13.0% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $1.4M | 7.9% | |
| American Funds Growth Fund of America R6 | Mutual Funds | — | — | $1.2M | 6.9% | |
| Vanguard Target Retirement 2070 ** 25 Vanguard Target Retirement Income | Mutual Funds | — | — | $898K | 5.0% | |
| Vanguard Extended Market Index Admiral | Mutual Funds | — | — | $890K | 5.0% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $745K | 4.2% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $642K | 3.6% | |
| Vanguard Target Retirement 2040 ** 305 Vanguard Target Retirement 2045 | Mutual Funds | — | — | $560K | 3.1% | |
| Vanguard Cash Reserve Federal Money Market Admiral | Mutual Funds | — | — | $474K | 2.7% | |
| American Funds AMCAP R6 | Mutual Funds | — | — | $468K | 2.6% | |
| American Funds Target Date Return 2040 R6 | Mutual Funds | — | — | $415K | 2.3% | |
| American Funds Capital World G/I R6 | Mutual Funds | — | — | $392K | 2.2% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $390K | 2.2% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $370K | 2.1% | |
| American Funds Target Date Return 2050 R6 | Mutual Funds | — | — | $322K | 1.8% | |
| American Funds New Perspective | Mutual Funds | — | — | $311K | 1.7% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $255K | 1.4% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $241K | 1.3% | |
| American Funds American Mutual R6 | Mutual Funds | — | — | $220K | 1.2% | |
| Interest-Bearing Cash American Funds U.S. Government Money | Mutual Funds | — | — | $218K | 1.2% | |
| Washington Mutual Investors R6Washington Mutual Investors R6 | Other securities | — | — | $217K | 1.2% | |
| American Funds New World | Mutual Funds | — | — | $217K | 1.2% | |
| Vanguard Long-Term Treasury Admiral | Mutual Funds | — | — | $194K | 1.1% | |
| American Funds U.S. Government Securities | Mutual Funds | — | — | $189K | 1.1% | |
| American Funds Bond Fund of America | Mutual Funds | — | — | $167K | 0.9% | |
| maturing through November 2029 | Other securities | — | — | $164K | 0.9% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $156K | 0.9% | |
| American Funds Investment Company of America R6 | Mutual Funds | — | — | $149K | 0.8% | |
| American Funds Capital World Bond Fund R6 | Mutual Funds | — | — | $92K | 0.5% | |
| American Funds Target Date Return 2025 R6 | Mutual Funds | — | — | $66K | 0.4% | |
| American Funds SmallCap World R6 | Mutual Funds | — | — | $61K | 0.3% | |
| American Funds Target Date Return 2045 R6 | Mutual Funds | — | — | $45K | 0.3% | |
| American Funds Capital Income Builder | Mutual Funds | — | — | $41K | 0.2% | |
| American Funds American Mutual R5 | Mutual Funds | — | — | $31K | 0.2% | |
| American Funds Income Fund of America | Mutual Funds | — | — | $13K | <0.1% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $9K | <0.1% | |
| American Funds Target Date Return 2030 R6 ** 923 American Funds Target Date Return 2035 R6 | Mutual Funds | — | — | $4K | <0.1% | |
| American Funds Target Date Return 2060 R6 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
