Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 95-2834236 | — | BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Franklin Growth R6 | Other securities | — | — | $1.1M | 11.6% | |
| BlackRock LifePath Index 2045 K | Other securities | — | — | $887K | 9.5% | |
| Fidelity 500 Index | Other securities | — | — | $682K | 7.3% | |
| BlackRock LifePath Index 2035 K | Other securities | — | — | $666K | 7.1% | |
| American Funds American Balanced R2 | Other securities | — | — | $589K | 6.3% | |
| BlackRock LifePath Index 2055 K | Other securities | — | — | $549K | 5.9% | |
| MFS International Diversification R3 | Other securities | — | — | $506K | 5.4% | |
| BlackRock LifePath Index 2040 K | Other securities | — | — | $475K | 5.1% | |
| Pioneer Equity Income Y | Other securities | — | — | $461K | 4.9% | |
| Fidelity International Index | Other securities | — | — | $399K | 4.3% | |
| Transamerica Stable Value Core Option | Other securities | — | — | $363K | 3.9% | |
| Lord Abbett Total Return R4 | Other securities | — | — | $356K | 3.8% | |
| BlackRock Mid-Cap Growth Equity Instl | Other securities | — | — | $326K | 3.5% | |
| DFA Inflation-Protected Securities I | Other securities | — | — | $212K | 2.3% | |
| BlackRock LifePath Index 2030 K | Other securities | — | — | $198K | 2.1% | |
| American Funds New World R6 | Other securities | — | — | $171K | 1.8% | |
| BlackRock LifePath Index Retirement K | Other securities | — | — | $170K | 1.8% | |
| Fidelity Small Cap Index | Other securities | — | — | $168K | 1.8% | |
| BlackRock LifePath Index2050 K | Other securities | — | — | $157K | 1.7% | |
| Undiscovered Mgrs Behavioral Value R6 | Other securities | — | — | $156K | 1.7% | |
| American Century Mid Cap Value R6 | Other securities | — | — | $127K | 1.4% | |
| AB Small Cap Growth K | Other securities | — | — | $121K | 1.3% | |
| Fidelity Mid Cap Index | Other securities | — | — | $117K | 1.3% | |
| BlackRock LifePath Index 2060 K | Other securities | — | — | $94K | 1.0% | |
| DFA Real Estate Securities I | Other securities | — | — | $91K | 1.0% | |
| PGIM High Yield R6 | Other securities | — | — | $86K | 0.9% | |
| BNY Mellon | Other securities | — | — | $62K | 0.7% | |
| Notes receivable from participants | Other securities | — | — | $20K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
