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 | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Plus | Other securities | — | — | $2.9M | 14.5% | |
| American Funds 2025 Target Date Retirement | Other securities | — | — | $2.3M | 11.6% | |
| JPMorgan Large Cap Growth Fund Class R6 | Other securities | — | — | $1.6M | 8.2% | |
| American Funds 2035 Target Date Retirement | Other securities | — | — | $1.5M | 7.5% | |
| American Funds Growth Fund of America | Other securities | — | — | $1.2M | 5.8% | |
| American Funds New Perspective | Other securities | — | — | $1.1M | 5.7% | |
| American Funds 2030 Target Date Retirement | Other securities | — | — | $1.1M | 5.5% | |
| American Funds 2045 Target Date Retirement | Other securities | — | — | $967K | 4.8% | |
| American Funds 2050 Target Date Retirement | Other securities | — | — | $865K | 4.3% | |
| American Funds EuroPacific Growth | Other securities | — | — | $853K | 4.2% | |
| American Funds 2055 Target Date Retirement | Other securities | — | — | $844K | 4.2% | |
| Similar Party Collateral, Par, or Maturity Value Cost** Value Money Market Funds Vanguard Cash Reserves Federal Money Market | Cash / Money Market | — | — | $781K | 3.9% | |
| Dodge & Cox Income X Fund | Other securities | — | — | $624K | 3.1% | |
| American Funds 2040 Target Date Retirement | Other securities | — | — | $598K | 3.0% | |
| American Funds 2060 Target Date Retirement | Other securities | — | — | $528K | 2.6% | |
| Vanguard Total Bond Market Index Institutional | Other securities | — | — | $431K | 2.1% | |
| American Funds 2020 Target Date Retirement | Other securities | — | — | $428K | 2.1% | |
| Vanguard Small Cap Index/Signal | Other securities | — | — | $428K | 2.1% | |
| Vanguard Mid Cap Index | Other securities | — | — | $332K | 1.7% | |
| Vanguard Total Internalional Stock Index | Other securities | — | — | $221K | 1.1% | |
| American Funds 2010 Target Date Retirement | Other securities | — | — | $203K | 1.0% | |
| American Funds 2065 Target Date Retirement | Other securities | — | — | $75K | 0.4% | |
| AMG GW&K Small Cap Core Fund | Other securities | — | — | $39K | 0.2% | |
| Self-directed brokerage accounts 12 * Participants Participant Loans Rates from 4.50% to 9.50% - | Bonds / Notes | — | — | $27K | 0.1% | |
| American Funds 2015 Target Date Retirement | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
