Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WOODTRUST BANK | 39-0720440 | — | NONE | $145K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund 31,298 shares | Other securities | — | $31K | $6.4M | 19.6% | |
| William Blair large Cap Growth Fund Mutual Fund 163,385 shares | Other securities | — | $163K | $4.8M | 14.7% | |
| Vanguard Tgt Retirement 2030 Mutual Fund 92,904 shares | Other securities | — | $93K | $3.5M | 10.8% | |
| Vanguard Tgt Retirement 2040 Mutual Fund 80,604 shares | Other securities | — | $81K | $3.5M | 10.7% | |
| Baird Midcap Fund Mutual Fund 104,751 shares | Other securities | — | $105K | $2.5M | 7.6% | |
| Vanguard Equity Income Fund Mutual Fund 22,354 shares | Other securities | — | $22K | $2.0M | 6.1% | |
| Vanguard Mid Cap Val Index Mutual Fund 23,335 shares | Other securities | — | $23K | $2.0M | 6.0% | |
| MFS Instl Intl Equity Fund Mutual Fund 56,005 shares | Other securities | — | $56K | $1.9M | 5.8% | |
| Vanguard Tgt Retirement 2050 Mutual Fund 28,824 shares | Other securities | — | $29K | $1.4M | 4.4% | |
| JPMorgan Small Growth Fund (R6) Mutual Fund 39,713 shares | Other securities | — | $40K | $886K | 2.7% | |
| Vanguard Tgt Retirement 2020 Mutual Fund 23,362 shares | Other securities | — | $23K | $619K | 1.9% | |
| Fidelity Imm Government Fund Mutual Fund 495,984 shares | Other securities | — | $496K | $496K | 1.5% | |
| Janus Henderson Small Value Fund (N) Mutual Fund 21,571 shares | Other securities | — | $22K | $488K | 1.5% | |
| Vanguard Target Retirement Income Fund Mutual Fund 33,206 shares | Other securities | — | $33K | $435K | 1.3% | |
| Baird Interm Bond Fund Mutual Fund 26,620 shares | Other securities | — | $27K | $273K | 0.8% | |
| Dodge & Cox Income Fund Mutual Fund 18,353 shares | Other securities | — | $18K | $227K | 0.7% | |
| JPMorgan Core Bond Fund Mutual Fund 13,487 shares | Other securities | — | $13K | $136K | 0.4% | |
| Vanguard Tgt Retirement 2070 Mutual Fund 28 shares 749 Vanguard Tgt Retirement 2060 Mutual Fund 2,505 shares | Other securities | — | $3K | $128K | 0.4% | |
| Vanguard St Inv Grade Fund Mutual Fund 8,916 shares | Other securities | — | $9K | $92K | 0.3% | |
| AMG Yacktman Fund Mutual Fund 3,833 shares | Other securities | — | $4K | $86K | 0.3% | |
| Dodge & Cox Stock Fund Mutual Fund 327 shares | Other securities | — | — | $84K | 0.3% | |
| Blackrock High Yield Bond Fund Mutual Fund 6,555 shares | Other securities | — | $7K | $47K | 0.1% | |
| Templeton Global Bond Fund (R6) Mutual Fund 6,672 shares | Other securities | — | $7K | $43K | 0.1% | |
| Seefarer Overseas Growth and Income Fund Mutual Fund 3,557 shares | Other securities | — | $4K | $41K | 0.1% | |
| Oakmark International Fund Mutual Fund 1,448 shares | Other securities | — | $1K | $36K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
