Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GR | 33-0818667 | — | INVESTMENT ADVISOR | $67K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard VANG TARGET RET 2045 - | Other securities | — | — | $6.9M | 11.8% | |
| Vanguard VANG TARGET RET 2040 - | Other securities | — | — | $6.6M | 11.3% | |
| Vanguard VANG TARGET RET 2055 - | Other securities | — | — | $5.9M | 10.2% | |
| Fidelity FID 500 INDEX - | Other securities | — | — | $5.5M | 9.5% | |
| Vanguard VANG TARGET RET 2050 - | Other securities | — | — | $5.1M | 8.7% | |
| Vanguard VANG TARGET RET 2035 - | Other securities | — | — | $4.9M | 8.4% | |
| Vanguard VANG TARGET RET 2030 - | Other securities | — | — | $4.3M | 7.4% | |
| TRP NEW HORIZONS I - | Other securities | — | — | $3.1M | 5.4% | |
| Franklin GROWTH R6 - | Other securities | — | — | $2.8M | 4.8% | |
| Vanguard VANG TARGET RET 2060 - | Other securities | — | — | $2.0M | 3.4% | |
| NYL STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $1.8M | 3.0% | |
| Vanguard VANG TARGET RET 2020 - | Other securities | — | — | $1.1M | 1.9% | |
| Hartford HTFD DIV & GRTH R6 - | Other securities | — | — | $1.0M | 1.8% | |
| MFS NEW DISC VAL R6 - | Other securities | — | — | $940K | 1.6% | |
| AF EUROPAC GROWTH R6 - | Other securities | — | — | $919K | 1.6% | |
| Participant Loans Interest Rates (4.25% to 9.50%) - | Bonds / Notes | — | — | $872K | 1.5% | |
| Black Rock BLKRK HIGH YLD BD K - | Other securities | — | — | $870K | 1.5% | |
| Vanguard VANG TARGET RET 2025 - | Other securities | — | — | $859K | 1.5% | |
| Fidelity FID EXTD MKT IDX - | Other securities | — | — | $720K | 1.2% | |
| Fidelity FID TOTAL BOND K6 - | Other securities | — | — | $633K | 1.1% | |
| Vanguard VANG TARGET RET 2065 - | Other securities | — | — | $548K | 0.9% | |
| American Century AMCENT INFL ADJBD R5 - | Other securities | — | — | $254K | 0.4% | |
| Vanguard VANG TOT INTL STK AD - | Other securities | — | — | $247K | 0.4% | |
| Fidelity FID US BOND IDX - | Other securities | — | — | $228K | 0.4% | |
| Vanguard VANG TARGET RET INC - | Common Stock | — | — | $178K | 0.3% | |
| Vanguard VANG TARGET RET 2070 - | Other securities | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
