Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $5K | — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL PROFESSIONAL PLANNING GROU |
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 | |||||
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $17.2M | 98.1% | |
| Vanguard Group 500 Index Fund Adm | Common Stock | — | — | $2.7M | 15.6% | |
| Vanguard Group Target Retirement 2045 Fund | Common Stock | — | — | $2.3M | 13.2% | |
| Vanguard Group Tot St Mkt Indx Fd Adm | Common Stock | — | — | $1.9M | 11.0% | |
| Vanguard Group Target Retirement 2040 Fund | Common Stock | — | — | $1.7M | 9.7% | |
| American Funds Growth Fund Class-R6 | Other securities | — | — | $908K | 5.2% | |
| MFS Technology Fund Class-R6 | Other securities | — | — | $823K | 4.7% | |
| Vanguard Group Target Retirement 2055 Fund | Common Stock | — | — | $660K | 3.8% | |
| Vanguard Group Target Retirement 2060 Fund | Common Stock | — | — | $657K | 3.8% | |
| Vanguard Group Target Retirement 2050 Fund | Common Stock | — | — | $644K | 3.7% | |
| Vanguard Group Tot Int Stk In F Adm | Common Stock | — | — | $559K | 3.2% | |
| Vanguard Group Target Retirement 2035 Fund | Common Stock | — | — | $499K | 2.8% | |
| Vanguard Group LifeStrat Grw Fd Inv | Common Stock | — | — | $367K | 2.1% | |
| Dimensional Fund Advisors US Large Cap Value Portfolio | Other securities | — | — | $341K | 1.9% | |
| Similar Party Collateral, Par, or Maturity Value Cost** Value Fixed Income * Voya Fixed Income Fund | Other securities | — | — | $326K | 1.9% | |
| Dimensional Fund Advisors Large Cap International Portfolio | Other securities | — | — | $316K | 1.8% | |
| Money Market Fund * Voya Government Money Market Fund Class-A 296 Pooled Separate Accounts American Funds Balanced Fund Class-R6 | Cash / Money Market | — | — | $303K | 1.7% | |
| iShares Russell 2000 Small Cap Index Fund K | Other securities | — | — | $252K | 1.4% | |
| Neuberg Berman Mid Cap Growth Fund Class-R6 | Other securities | — | — | $237K | 1.4% | |
| Vanguard Group Target Retirement 2030 Fund | Common Stock | — | — | $216K | 1.2% | |
| Dimensional Fund Advisors Emerging Markets Core Equity Portfolio | Other securities | — | — | $195K | 1.1% | |
| Vanguard Group Health Care Ind Fd Adm | Common Stock | — | — | $193K | 1.1% | |
| PIMCO High Yield Fund Ins | Other securities | — | — | $174K | 1.0% | |
| iShares US Aggregate Bond Index Fund K | Other securities | — | — | $166K | 1.0% | |
| Neuberg Berman Sustainable Equity Fund Class-R6 | Other securities | — | — | $153K | 0.9% | |
| PGIM Investments Short-Term Corpare Bond Fund Q | Other securities | — | — | $131K | 0.7% | |
| Vanguard Group Balanced Index Fnd Adm | Common Stock | — | — | $117K | 0.7% | |
| Dimensional Fund Advisors Real Estate Securities Portfolio | Other securities | — | — | $111K | 0.6% | |
| Vanguard Group LifeStrat Inc Fd Inv | Common Stock | — | — | $86K | 0.5% | |
| Dimensional Fund Advisors US Small Cap Portfolio | Other securities | — | — | $75K | 0.4% | |
| Vanguard Group Global Capital Cycles Fund Investor Share | Common Stock | — | — | $51K | 0.3% | |
| Dimensional Fund Advisors Inflation-Protected Securities Portfolio | Other securities | — | — | $43K | 0.2% | |
| Vanguard Group Target Retirement 2065 Fund | Common Stock | — | — | $41K | 0.2% | |
| Dimensional Fund Advisors Intermediate Government Fixed Income Portfolio | Other securities | — | — | $39K | 0.2% | |
| Vanguard Group Target Retirement 2025 Fund | Common Stock | — | — | $34K | 0.2% | |
| Vanguard Group Target Retirement 2020 Fund | Common Stock | — | — | $30K | 0.2% | |
| Vanguard Group LifeStrat Md Grw Fd Inv | Common Stock | — | — | $28K | 0.2% | |
| Dimensional Fund Advisors Short-Term Extended Quality Portfolio | Other securities | — | — | $23K | 0.1% | |
| Nuveen Small Cap Value Fund Class-R6 | Other securities | — | — | $18K | 0.1% | |
| Vanguard Group LifeStrat Cns Gr Fd Inv | Common Stock | — | — | $15K | <0.1% | |
| Vanguard Group Target Retirement Income | Common Stock | — | — | $5K | <0.1% | |
| Vanguard Group Target Retirement 2070 Fund | Common Stock | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SHREWSBURY, NJ |
| THIRD PARTY ADMINISTRATOR |
| $0 |
| — |
