Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHNSON BANK | 39-1141446 | — | NONE | $32K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 | Other securities | — | — | $488K | 15.5% | |
| Vanguard Target Retirement 2035 | Other securities | — | — | $386K | 12.3% | |
| Columbia Capital Alloc Mod Agrsv. R5 | Other securities | — | — | $343K | 10.9% | |
| Fidelity 500 Index Institutional Prem | Other securities | — | — | $313K | 10.0% | |
| Vanguard Target Retirement 2030 | Other securities | — | — | $296K | 9.4% | |
| Vanguard Target Retirement 2055 | Other securities | — | — | $240K | 7.7% | |
| Vanguard Target Retirement 2040 | Other securities | — | — | $218K | 7.0% | |
| T. Rowe Price Spectrum Diversified Equity | Other securities | — | — | $167K | 5.3% | |
| Vanguard LifeStrategy Growth Fund | Other securities | — | — | $148K | 4.7% | |
| Vanguard Target Retirement 2050 | Other securities | — | — | $124K | 3.9% | |
| Vanguard Equity Income Fund | Other securities | — | — | $96K | 3.1% | |
| Vanguard Target Retirement 2065 | Other securities | — | — | $81K | 2.6% | |
| Vanguard Mid Cap Index | Other securities | — | — | $50K | 1.6% | |
| Vanguard Small Cap Index | Other securities | — | — | $49K | 1.6% | |
| Vanguard Target Retirement Income | Other securities | — | — | $38K | 1.2% | |
| Vanguard Target Retirement 2060 | Other securities | — | — | $22K | 0.7% | |
| John Hancock Disciplined Value Mid Cap Fund | Other securities | — | — | $19K | 0.6% | |
| MFS International Growth R6 | Other securities | — | — | $9K | 0.3% | |
| Harbor Capital Appreciation Retirement | Other securities | — | — | $8K | 0.3% | |
| Vanguard Total International Stock Index | Other securities | — | — | $8K | 0.3% | |
| Vanguard Target Retirement 2025 | Other securities | — | — | $7K | 0.2% | |
| Loomis Sayles Small Cap Growth | Other securities | — | — | $6K | 0.2% | |
| T. Rowe Price Spectrum Income Fund | Other securities | — | — | $6K | 0.2% | |
| Allspring Special Small Cap Value R6 | Other securities | — | — | $5K | 0.2% | |
| Vanguard Target Retirement 2020 | Other securities | — | — | $5K | 0.1% | |
| MFS International Intrinsic Value R6 | Other securities | — | — | $2K | <0.1% | |
| Metropolitan West Total Return Bond Fund Class I | Other securities | — | — | $2K | <0.1% | |
| Columbia Capital Alloc Mod Cnsrv. R5 | Other securities | — | — | $1K | <0.1% | |
| Parnassus Mid Cap Institutional Fund | Other securities | — | — | $1K | <0.1% | |
| Vanguard Total Stock Market Index | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
