This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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.
| % of plan | |||
|---|---|---|---|
| SCHWAB IDX RET 2025 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 014 | Common Collective Trust | $652K | 22.9% |
| SCHWAB IDX RET 2040 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 017 | Common Collective Trust | $422K | 14.8% |
| SCHWAB IDX RET 2030 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 015 | Common Collective Trust | $372K | 13.1% |
| SCHWAB IDX RET 2050 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 019 | Common Collective Trust | $296K | 10.4% |
| SCHWAB IDX RET 2035 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 016 | Common Collective Trust | $295K | 10.4% |
| RETIRE ADVOC MOD TD AMERITRADE TRUST CO. · EIN 20-0937408 / PN 220 | Common Collective Trust | $168K | 5.9% |
| SCHWAB IDX RET 2060 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 023 | Common Collective Trust | $118K | 4.1% |
| SCHWAB IDX RET 2045 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 018 | Common Collective Trust | $109K | 3.8% |
| SCHWAB IDX RET 2055 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 021 | Common Collective Trust | $99K | 3.5% |
| RET ADVOC MOD AGGR TD AMERITRADE TRUST CO. · EIN 20-0937408 / PN 221 | Common Collective Trust | $95K | 3.3% |
| SCHWAB IDX RET 2010 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 011 | Common Collective Trust | $74K | 2.6% |
| IR M CORE BOND CIT GLOBAL TRUST COMPANY HARDING LOEVN · EIN 37-6567224 / PN 001 | Common Collective Trust | $70K | 2.5% |
| RETIRE ADVOC CNSRV TD AMERITRADE TRUST CO. · EIN 20-0937408 / PN 218 | Common Collective Trust | $46K | 1.6% |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | $19K | 0.7% |
| SCHWAB IDX RET 2020 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 013 | Common Collective Trust | $8K | 0.3% |
| RETIRE ADVOCATE AGGR TD AMERITRADE TRUST CO. · EIN 20-0937408 / PN 222 | Common Collective Trust | $5K | 0.2% |
