Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $201K | 17.9% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $139K | 12.3% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $129K | 11.4% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $82K | 7.3% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $81K | 7.2% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $60K | 5.3% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $51K | 4.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $50K | 4.5% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $49K | 4.4% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $36K | 3.2% | |
| VANGUARD REAL ESTATE INDEX ADM 648 REGISTERED INVESTMENT COMPANY VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $35K | 3.2% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $34K | 3.0% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $32K | 2.9% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $25K | 2.3% | |
| ISHARES MSCI TOTAL INTL IDX K 1 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $23K | 2.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $16K | 1.4% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $12K | 1.1% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $12K | 1.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $9K | 0.8% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $6K | 0.6% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $5K | 0.5% | |
| ISHARES RUSSELL 1000 LRG CAP K | Registered Investment Companies | — | — | $5K | 0.4% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $4K | 0.3% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $2K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
