Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACCREDITED INVESTORS INC | 41-1581164 | — | NONE | $42K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Inst'l Shares Mutual Fund | Other securities | — | — | $40.8M | 15.9% | |
| Vanguard target retirement 2045 Fund Mutual Fund | Other securities | — | — | $19.7M | 7.7% | |
| Vanguard target retirement 2050 Fund Mutual Fund | Other securities | — | — | $19.0M | 7.4% | |
| Vanguard target retirement 2035 Fund Mutual Fund | Other securities | — | — | $17.7M | 6.9% | |
| Vanguard International Growth Fund Admiral Shares Mutual Fund | Other securities | — | — | $16.0M | 6.2% | |
| Vanguard target retirement 2040 Fund Mutual Fund | Other securities | — | — | $15.9M | 6.2% | |
| Vanguard Total Bond Market Index Fund Institutional Shares Mutual Fund | Other securities | — | — | $14.1M | 5.5% | |
| Primarily Mutual Funds, Exchange Assets held in self-directed brokerage accounts Traded Funds, and Common Stocks | Common Stock | — | — | $11.8M | 4.6% | |
| Vanguard target retirement 2055 Fund Mutual Fund | Other securities | — | — | $10.3M | 4.0% | |
| Jensen Quality Growth Fund; Class J Mutual Fund | Other securities | — | — | $10.1M | 3.9% | |
| Vanguard target retirement 2030 Fund Mutual Fund | Other securities | — | — | $9.2M | 3.6% | |
| Vanguard Wellington Fund Admiral Shares Mutual Fund | Other securities | — | — | $8.2M | 3.2% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Mutual Fund | Other securities | — | — | $7.1M | 2.7% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund | Other securities | — | — | $6.5M | 2.5% | |
| Vanguard Federal Money Market Fund Mutual Fund | Cash / Money Market | — | — | $6.5M | 2.5% | |
| Vanguard Total International Stock Index Fund Admiral Shares Mutual Fund | Other securities | — | — | $6.0M | 2.3% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund | Other securities | — | — | $5.5M | 2.1% | |
| Vanguard Explorer Fund Admiral Shares Mutual Fund | Other securities | — | — | $5.2M | 2.0% | |
| Vanguard target retirement 2060 Fund Mutual Fund | Other securities | — | — | $5.0M | 2.0% | |
| Vanguard target retirement 2020 Fund Mutual Fund | Other securities | — | — | $3.8M | 1.5% | |
| Victory Sycamore Established Value Fund Class A Mutual Fund | Other securities | — | — | $3.6M | 1.4% | |
| Vanguard target retirement 2025 Fund Mutual Fund | Other securities | — | — | $3.4M | 1.3% | |
| Vanguard Total International Bond Index Fund Admiral Shares Mutual Fund | Other securities | — | — | $3.2M | 1.3% | |
| Vanguard target retirement 2065 Fund Mutual Fund | Other securities | — | — | $2.4M | 0.9% | |
| Vanguard target Retire Income Mutual Fund | Other securities | — | — | $1.8M | 0.7% | |
| MFS Value Fund; Class R6 Mutual Fund | Other securities | — | — | $1.6M | 0.6% | |
| Notes receivable from participants range from March 2025 to July 2047 | Other securities | — | — | $1.3M | 0.5% | |
| Vanguard Inflation Protected Securities Fund Admiral shares Mutual Fund | Other securities | — | — | $785K | 0.3% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares Mutual Fund | Other securities | — | — | $691K | 0.3% | |
| Vanguard target retirement 2070 Fund Mutual Fund | Other securities | — | — | $90K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
