Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST BUSINESS BANK | — | MADISON, WI | NONE | $8K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Baird Core Plus Bond Inst Baird 0 | Other securities | — | — | $519K | 10.1% | |
| TCW MetWest Total Return Bond Plan TCW 0 | Other securities | — | — | $492K | 9.6% | |
| American Funds Trgt Date Ret 2030 R6 American Funds 0 | Other securities | — | — | $487K | 9.5% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | Other securities | — | — | $385K | 7.5% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | Other securities | — | — | $275K | 5.3% | |
| Vanguard Value Index Adm Vanguard 0 | Other securities | — | — | $249K | 4.8% | |
| Goldman Sachs Lg Cap Gr Insights Instl Goldman Sachs 0 | Other securities | — | — | $229K | 4.4% | |
| Vanguard Real Estate Index Adm Vanguard 0 104 Vanguard Growth Index Adm Vanguard 0 | Other securities | — | — | $224K | 4.4% | |
| American Funds Trgt Date Ret 2060 R6 American Funds 0 | Other securities | — | — | $220K | 4.3% | |
| (CL)JPMorgan Equity Income R6 JPMorgan 0 | Other securities | — | — | $209K | 4.1% | |
| American Funds Trgt Date Ret 2035 R6 American Funds 0 | Other securities | — | — | $199K | 3.9% | |
| DFA International Value Portfolio I DFA 0 | Other securities | — | — | $138K | 2.7% | |
| American Eupac R6 American Eupac 0 | Other securities | — | — | $137K | 2.7% | |
| (CL)T. Rowe Price New Horizons I T. Rowe Price 0 | Other securities | — | — | $135K | 2.6% | |
| Goldman Sachs Sm Cap Val Insights R6 Goldman Sachs 0 | Other securities | — | — | $135K | 2.6% | |
| American Funds Trgt Date Ret 2055 R6 American Funds 0 | Other securities | — | — | $124K | 2.4% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | Other securities | — | — | $115K | 2.2% | |
| American Funds Trgt Date Ret 2045 R6 American Funds 0 | Other securities | — | — | $106K | 2.1% | |
| American Funds Trgt Date Ret 2050 R6 American Funds 0 | Other securities | — | — | $95K | 1.9% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | Other securities | — | — | $82K | 1.6% | |
| DFA Emerging Markets Core Eqty 2 Port DFA 0 | Other securities | — | — | $73K | 1.4% | |
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 125 | Common Collective Trust | — | — | $71K | 1.4% | |
| American Funds Trgt Date Ret 2025 R6 American Funds 0 | Other securities | — | — | $53K | 1.0% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | Other securities | — | — | $48K | 0.9% | |
| Vanguard Small-Cap Index Adm Vanguard 0 763 Vanguard Total Intl Bond Index Adm Vanguard 0 | Other securities | — | — | $14K | 0.3% | |
| Vanguard 500 Index Adm Vanguard 0 | Other securities | — | — | $9K | 0.2% | |
| American Funds Trgt Date Ret 2015 R6 American Funds 0 | Other securities | — | — | $6K | 0.1% | |
| American Funds Trgt Date Ret 2040 R6 American Funds 0 | Other securities | — | — | $2K | <0.1% |
