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 | $56K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 | Other securities | — | — | $903K | 11.6% | |
| Vanguard Target Retirement 2030 | Other securities | — | — | $870K | 11.2% | |
| Vanguard Target Retirement 2035 | Other securities | — | — | $856K | 11.0% | |
| Vanguard Target Retirement 2045 | Other securities | — | — | $756K | 9.7% | |
| Vanguard Target Retirement 2055 | Other securities | — | — | $731K | 9.4% | |
| Columbia Capital Alloc Mod Agrsv. | Other securities | — | — | $713K | 9.2% | |
| Vanguard Target Retirement 2040 | Other securities | — | — | $604K | 7.8% | |
| Vanguard Target Retirement 2050 | Other securities | — | — | $583K | 7.5% | |
| Vanguard Target Retirement Income | Other securities | — | — | $351K | 4.5% | |
| T. Rowe Price Spectrum Diversified Equity | Other securities | — | — | $313K | 4.0% | |
| Fidelity 500 Index | Other securities | — | — | $229K | 3.0% | |
| Vanguard Life Strategy Growth Fund | Other securities | — | — | $192K | 2.5% | |
| Vanguard Equity Income Fund | Other securities | — | — | $134K | 1.7% | |
| Fidelity Investment MM Government I | Other securities | — | — | $79K | 1.0% | |
| Vanguard Total Stock Market Index 327 Vanguard Target Retirement 2020 | Other securities | — | — | $68K | 0.9% | |
| John Hancock Disciplined Mid Value R6 | Other securities | — | — | $61K | 0.8% | |
| Vanguard Mid Cap Index | Other securities | — | — | $56K | 0.7% | |
| T. Rowe Price Spectrum Income Fund | Other securities | — | — | $55K | 0.7% | |
| Vanguard Total International Stock Index | Other securities | — | — | $50K | 0.7% | |
| Vanguard Target Retirement 2065 | Other securities | — | — | $38K | 0.5% | |
| Vanguard Small Cap Index | Other securities | — | — | $32K | 0.4% | |
| Vanguard Target Retirement 2060 | Other securities | — | — | $25K | 0.3% | |
| Columbia Capital Alloc Mod Cnsrv. | Other securities | — | — | $12K | 0.2% | |
| Harbor Capital Appreciation Retirement | Other securities | — | — | $9K | 0.1% | |
| MFS International Growth R6 | Other securities | — | — | $6K | <0.1% | |
| Allspring Special Small Cap Value R6 | Other securities | — | — | $4K | <0.1% | |
| Loomis Sayles Small Cap Growth | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
