Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2025 Fund Mutual fund, 24,497 shares | Other securities | — | — | $405K | 23.9% | |
| T. Rowe Price Retirement 2035 Fund Mutual fund, 16,626 shares | Other securities | — | — | $350K | 20.6% | |
| T. Rowe Price Retirement 2030 Fund Mutual fund, 10,470 shares | Other securities | — | — | $268K | 15.8% | |
| T. Rowe Price Retirement 2040 Fund Mutual fund, 5,498 shares | Other securities | — | — | $168K | 9.9% | |
| T. Rowe Price Retirement 2020 Fund Mutual fund, 5,590 shares | Other securities | — | — | $104K | 6.1% | |
| T. Rowe Price Retirement 2045 Fund Mutual fund, 4,062 shares | Other securities | — | — | $90K | 5.3% | |
| Fidelity 500 Index Mutual fund, 388 shares | Other securities | — | — | $79K | 4.7% | |
| Deposit Management Program I Demand deposit account, 41,438 shares | Other securities | — | — | $41K | 2.4% | |
| T. Rowe Price Retirement 2050 Fund Mutual fund, 2,145 shares | Other securities | — | — | $41K | 2.4% | |
| AB Large Cap Growth Fund Advisor Class Mutual fund, 327 shares | Other securities | — | — | $36K | 2.1% | |
| T. Rowe Price Retirement Balanced Fund Mutual fund, 0 shares ** 6 T. Rowe Price Retirement 2055 Fund Mutual fund, 1,557 shares | Other securities | — | — | $31K | 1.8% | |
| American Funds Washington Mutual Investors Fund Class R-4 Mutual fund, 494 shares | Other securities | — | — | $30K | 1.8% | |
| Fidelity Select Medical Tech and Devices Mutual fund, 485 shares | Other securities | — | — | $30K | 1.8% | |
| Principal SmallCap S&P 600 Index Fund R-5 Class Mutual fund, 238 shares | Other securities | — | — | $6K | 0.4% | |
| Fidelity Advisor International Growth-I Mutual fund, 306 shares | Other securities | — | — | $6K | 0.4% | |
| Columbia Mid Cap Index Fund Institutional 2 Class Mutual fund, 376 shares | Other securities | — | — | $6K | 0.3% | |
| Principal Short-Term Income Fund Institutional Class Mutual fund, 276 shares | Other securities | — | — | $3K | 0.2% | |
| TCW Total Return Bond Fund Class I Mutual fund, 284 shares | Other securities | — | — | $2K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
