Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP INC | — | GLASTONBURY, CT | THIRD PARTY ADMINISTRATO | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT VOYA RETIREMENT INS. & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $4.3M | 98.1% | |
| Party-in- Identity of issuer, borrower, rate of interest, collateral, Current interest lessor, or similar party par or maturity value No Nuveen Lifecycle Index 2050 Fund R6 Mutual funds | Other securities | — | — | $781K | 17.9% | |
| No Nuveen Lifecycle Index 2045 Fund R6 Mutual funds | Other securities | — | — | $727K | 16.7% | |
| No Nuveen Lifecycle Index 2055 Fund R6 Mutual funds | Other securities | — | — | $608K | 13.9% | |
| No Nuveen Lifecycle Index 2030 Fund R6 Mutual funds | Other securities | — | — | $582K | 13.4% | |
| No Nuveen Lifecycle Index 2040 Fund R6 Mutual funds | Other securities | — | — | $478K | 11.0% | |
| No Nuveen Lifecycle Index 2025 Fund R6 Mutual funds | Other securities | — | — | $336K | 7.7% | |
| No Nuveen Lifecycle Index 2035 Fund R6 Mutual funds | Other securities | — | — | $227K | 5.2% | |
| No Fidelity 500 Index Fund Mutual funds | Other securities | — | — | $123K | 2.8% | |
| No Nuveen Lifecycle Index 2060 Fund R6 Mutual funds | Other securities | — | — | $105K | 2.4% | |
| No JPMorgan Large Cap Growth Fund R6 Mutual funds | Other securities | — | — | $97K | 2.2% | |
| Participant Loans 5.75% to 9.50%, December, 2029 | Bonds / Notes | — | — | $76K | 1.7% | |
| No Nuveen Lifecycle Index 2020 Fund R6 Mutual funds | Other securities | — | — | $43K | 1.0% | |
| No Nuveen Lifecycle Index 2065 Fund R6 Mutual funds | Other securities | — | — | $20K | 0.5% | |
| No Vanguard Balanced Index Fund - Admiral Shares Mutual funds | Other securities | — | — | $18K | 0.4% | |
| No American Funds Inflation Linked Bond Fund R6 Mutual funds 798 No American Funds New World Fund R6 Mutual funds | Other securities | — | — | $17K | 0.4% | |
| No MFS International Diversification Fund R6 Mutual funds | Other securities | — | — | $16K | 0.4% | |
| No American Funds New Perspective Fund R6 Mutual funds | Other securities | — | — | $15K | 0.3% | |
| No Vanguard Explorer Fund - Admiral Shares Mutual funds 896 No Vanguard Small-Cap Index Fund- Admiral Shares Mutual funds | Other securities | — | — | $13K | 0.3% | |
| No DFA US Targeted Value Portfolio Mutual funds | Other securities | — | — | $10K | 0.2% | |
| No JPMorgan Mid Cap Growth R6 Mutual funds | Other securities | — | — | $10K | 0.2% | |
| No Vanguard Equity Income Fund - Admiral Shares Mutual funds | Other securities | — | — | $10K | 0.2% | |
| No Nuveen Lifecycle Index 2010 Fund R6 Mutual funds 825 No Nuveen Lifecycle Index 2015 Fund R6 Mutual funds | Other securities | — | — | $10K | 0.2% | |
| No Cohen & Steers Institutional Realty Shares Mutual funds | Other securities | — | — | $9K | 0.2% | |
| No Fidelity Mid Cap Index Fund Mutual funds | Other securities | — | — | $8K | 0.2% | |
| No BlackRock High Yield Bond Portfolio Class K Bond Fund | Other securities | — | — | $7K | 0.2% | |
| Voya Fixed Account (4634) At Contract Value | Other securities | — | — | $7K | 0.2% | |
| No Nuveen Lifecycle Index Retirement Inc Fund Mutual funds 827 No PIMCO Income Fund Ins Mutual funds | Common Stock | — | — | $1K | <0.1% | |
| No Victory Core Plus Intermediate Bond Fund R6 Mutual funds | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
