Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | 27-2037969 | — | RECORDKEEPER | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Treasury Money Market Nuveen 0 | Cash / Money Market | — | — | $4.6M | 44.7% | |
| Nuveen S&P 500 Index R6 Nuveen 0 | Other securities | — | — | $1.1M | 11.1% | |
| Goldman Sachs Mid Cap Growth A Goldman Sachs 0 | Other securities | — | — | $803K | 7.8% | |
| American Funds Growth Fund of Amer R3 American Funds 0 | Other securities | — | — | $761K | 7.4% | |
| Fidelity Advisor Equity Growth M Fidelity 0 | Other securities | — | — | $411K | 4.0% | |
| PIMCO High Yield Admin PIMCO 0 | Other securities | — | — | $398K | 3.9% | |
| Allspring Small Company Value A Allspring 0 | Other securities | — | — | $387K | 3.8% | |
| Federated Hermes Intl Equity IS Federated 0 | Other securities | — | — | $362K | 3.5% | |
| Federated Hermes Mid-Cap Index SS Federated 0 | Other securities | — | — | $274K | 2.7% | |
| Allspring Special Mid Cap Value A Allspring 0 | Other securities | — | — | $230K | 2.2% | |
| Nuveen Large Cap Value Index R6 Nuveen 0 | Other securities | — | — | $206K | 2.0% | |
| Janus Henderson Balanced S Janus Henderson 0 | Other securities | — | — | $205K | 2.0% | |
| BNY Mellon Smallcap Stock Index Inv BNY Mellon 0 | Other securities | — | — | $119K | 1.2% | |
| PIMCO High Yield Admin PIMCO 0 | Other securities | — | — | $106K | 1.0% | |
| Selected American Shares Fund S Selected 0 | Other securities | — | — | $83K | 0.8% | |
| American Beacon Large Cap Value Inv American Funds 0 | Other securities | — | — | $77K | 0.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.