Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Other securities | — | — | $2.8M | 9.0% | |
| American Funds Target Date Retirement 2050 | Other securities | — | — | $2.5M | 8.2% | |
| American Funds Target Date Retirement 2045 | Other securities | — | — | $2.5M | 8.1% | |
| American Funds Growth Fund of America | Other securities | — | — | $2.5M | 8.0% | |
| Vanguard Institutional Index Fund Institutional Plus | Other securities | — | — | $2.4M | 7.6% | |
| American Funds Target Date Retirement 2035 | Other securities | — | — | $2.3M | 7.4% | |
| American Funds Target Date Retirement 2040 | Other securities | — | — | $2.0M | 6.4% | |
| American Funds Target Date Retirement 2025 | Other securities | — | — | $1.6M | 5.3% | |
| American Funds Target Date Retirement 2055 | Other securities | — | — | $1.6M | 5.1% | |
| American Funds Target Date Retirement 2030 | Other securities | — | — | $1.3M | 4.3% | |
| American Funds New PerspectivE | Other securities | — | — | $1.3M | 4.2% | |
| American Funds EuroPacific Growth | Other securities | — | — | $1.2M | 3.7% | |
| Similar Party Collateral, Par, or Maturity Value Cost** Value Money Market Funds Vanguard Cash Reserves Federal Money Market | Cash / Money Market | — | — | $1.1M | 3.6% | |
| Dodge & Cox Income | Other securities | — | — | $1.1M | 3.5% | |
| American Funds Target Date Retirement 2060 | Other securities | — | — | $714K | 2.3% | |
| American Funds Target Date Retirement 2020 | Other securities | — | — | $676K | 2.2% | |
| Vanguard Mid Cap Index ADM | Other securities | — | — | $672K | 2.2% | |
| American Funds Target Date Retirement 2010 | Other securities | — | — | $485K | 1.6% | |
| Vanguard Small Cap Index/Signal | Other securities | — | — | $372K | 1.2% | |
| American Funds Target Date Retirement 2065 | Other securities | — | — | $340K | 1.1% | |
| American Funds Target Date Retirement 2015 | Other securities | — | — | $271K | 0.9% | |
| Vanguard Total Bond Market Index Fund Institutional | Other securities | — | — | $256K | 0.8% | |
| Vanguard Total International Stock Index Investment | Other securities | — | — | $162K | 0.5% | |
| AMG GW&K Small Cap Core Fund Class Z | Other securities | — | — | $119K | 0.4% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $73K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
