Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | NONE | $67K | — |
| LPL FINANCIAL LLC | — | BOSTON, MA | NONE | $60K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Fund | Other securities | — | — | $4.5M | 11.2% | |
| American Funds American Funds 2045 Target Date Fund Class R3 | Other securities | — | — | $4.0M | 10.0% | |
| American Funds American Funds 2040 Target Date Fund Class R3 | Other securities | — | — | $3.7M | 9.4% | |
| American Funds American Funds 2050 Target Date Fund Class R3 | Other securities | — | — | $3.7M | 9.2% | |
| Alliance Bernstein AB Large Cap Growth Fund Z | Other securities | — | — | $2.4M | 6.0% | |
| American Funds American Funds 2055 Target Date Fund Class R3 | Other securities | — | — | $2.3M | 5.7% | |
| American Funds American Funds 2025 Target Date Fund Class R3 | Other securities | — | — | $2.2M | 5.6% | |
| American Funds American Funds 2030 Target Date Fund Class R3 | Other securities | — | — | $2.2M | 5.5% | |
| American Funds American Funds 2035 Target Date Fund Class R3 | Other securities | — | — | $1.7M | 4.3% | |
| American Funds American Funds 2060 Target Date Fund Class R3 | Other securities | — | — | $1.4M | 3.4% | |
| American Funds American Funds Washington Mutual Fund Class R3 | Other securities | — | — | $1.3M | 3.3% | |
| American Funds American Funds American Balanced Fund Class R3 | Other securities | — | — | $1.3M | 3.2% | |
| Fidelity Mid Cap Index Fund Institutional Premium Class | Other securities | — | — | $1.1M | 2.7% | |
| TruStage Guaranteed Account, at contract value | Other securities | — | — | $994K | 2.5% | |
| Fidelity Advisor International Capital Appreciation Fund Class A | Other securities | — | — | $966K | 2.4% | |
| JPMorgan Mid Cap Growth Fund Class R3 | Other securities | — | — | $890K | 2.2% | |
| American Funds American Funds Small Cap World Fund | Other securities | — | — | $599K | 1.5% | |
| Notes receivable from participants and 9.50% with various maturities | Bonds / Notes | — | — | $599K | 1.5% | |
| Fidelity Total International Index Fund | Other securities | — | — | $574K | 1.4% | |
| American Funds American Funds Capital World Growth & Income | Other securities | — | — | $547K | 1.4% | |
| PIMCO Investment Grade Corporate Bond A | Other securities | — | — | $528K | 1.3% | |
| American Funds American Funds 2020 Target Date Fund Class R3 | Other securities | — | — | $490K | 1.2% | |
| PIMCO High Yield Spectrum Fund Institutional Class | Other securities | — | — | $426K | 1.1% | |
| American Funds American Funds 2015 Target Date Fund Class R3 | Other securities | — | — | $402K | 1.0% | |
| American Funds American Funds Income Fund of America | Other securities | — | — | $389K | 1.0% | |
| Prudential Global Total Return A | Other securities | — | — | $231K | 0.6% | |
| Fidelity US Bond Index Fund | Other securities | — | — | $229K | 0.6% | |
| Vanguard Federal Market Fund | Other securities | — | — | $163K | 0.4% | |
| American Funds American Funds 2065 Target Date Fund Class R3 | Other securities | — | — | $136K | 0.3% | |
| American Funds American Funds 2010 Target Date Fund Class R3 | Other securities | — | — | $21K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
