Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard Target Retirement Income 2030 | Common Stock | — | — | $5.1M | 18.9% | |
| Vanguard Group Vanguard Target Retirement Income 2025 | Common Stock | — | — | $4.9M | 18.2% | |
| Vanguard Group Vanguard Target Retirement Income 2040 | Common Stock | — | — | $3.6M | 13.4% | |
| Vanguard Group Vanguard Target Retirement Income 2035 | Common Stock | — | — | $3.1M | 11.5% | |
| Vanguard Group Vanguard Target Retirement Income 2045 | Common Stock | — | — | $2.8M | 10.5% | |
| Vanguard Group Vanguard Target Retirement Income 2050 | Common Stock | — | — | $1.5M | 5.6% | |
| Vanguard Group Vanguard Growth Index Fund Adm | Mutual Funds | — | — | $1.1M | 4.0% | |
| Vanguard Group Vanguard Target Retirement Income 2055 | Common Stock | — | — | $938K | 3.5% | |
| Vanguard Group Fidelity® 500 Index | Common Stock | — | — | $698K | 2.6% | |
| Vanguard Group Vanguard Target Retirement Income | Common Stock | — | — | $526K | 1.9% | |
| Vanguard Group Vanguard Target Retirement Income 2020 | Common Stock | — | — | $314K | 1.2% | |
| Vanguard Group DFA US Small Cap | Common Stock | — | — | $257K | 1.0% | |
| Vanguard Group Vanguard Mid Cap Index Adm | Common Stock | — | — | $231K | 0.9% | |
| Vanguard Group Columbia Dividend Income Inst3 | Common Stock | — | — | $204K | 0.8% | |
| Vanguard Group DFA US Sustainability Core I | Common Stock | — | — | $187K | 0.7% | |
| Vanguard Group DFA US Large Cap Value | Common Stock | — | — | $119K | 0.4% | |
| Vanguard Group DFA Real Estate Securities | Common Stock | — | — | $102K | 0.4% | |
| Vanguard Group DFA International Core Equity | Common Stock | — | — | $84K | 0.3% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $81K | 0.3% | |
| Vanguard Group BlackRock High Yield Bond K | Common Stock | — | — | $75K | 0.3% | |
| Vanguard Group Invesco Oppenheimer Developing Mkts R6 | Common Stock | — | — | $69K | 0.3% | |
| Vanguard Group Dodge & Cox Income | Common Stock | — | — | $69K | 0.3% | |
| Vanguard Group Vanguard Target Retirement Income 2060 | Common Stock | — | — | $61K | 0.2% | |
| Vanguard Group Vanguard Wellesley Income Admiral | Common Stock | — | — | $46K | 0.2% | |
| Cash * Charles Schwab Trust Bank | Cash / Money Market | — | — | $35K | 0.1% | |
| Vanguard Group Vanguard Target Retirement Income 2065 | Common Stock | — | — | $21K | <0.1% | |
| Vanguard Group DFA Inflation-Protected Securities | Common Stock | — | — | $6K | <0.1% | |
| SCHWAB MANAGED RETIREMENT TR INCOME CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RETIREMENT TR 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RETIREMENT TR 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RETIREMENT TR 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RETIREMENT TR 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RETIREMENT TR 2050 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RETIREMENT TR 2060 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
