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 2035 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 016 | Common Collective Trust | $1.4M | 23.4% |
| SCHWAB IDX RET 2040 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 017 | Common Collective Trust | $1.4M | 22.5% |
| SCHWAB IDX RET 2050 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 019 | Common Collective Trust | $1.2M | 19.2% |
| SCHWAB IDX RET 2030 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 015 | Common Collective Trust | $580K | 9.6% |
| SCHWAB IDX RET 2045 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 018 | Common Collective Trust | $482K | 8.0% |
| SCHWAB IDX RET 2055 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 021 | Common Collective Trust | $355K | 5.9% |
| SCHWAB IDX RET 2060 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 023 | Common Collective Trust | $146K | 2.4% |
| SCHWAB IDX RET 2020 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 013 | Common Collective Trust | $121K | 2.0% |
| SCHWAB IDX RET 2015 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 012 | Common Collective Trust | $101K | 1.7% |
| SCHWAB IDX RET 2065 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 024 | Common Collective Trust | $99K | 1.6% |
| MFS GROWTH EQUITY S GREAT GRAY TRUST COMPANY · EIN 38-4126293 / PN 596 | Common Collective Trust | $93K | 1.5% |
| SCHWAB IDX RET 2025 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 014 | Common Collective Trust | $83K | 1.4% |
| SCHWAB IDX RET 2010 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 011 | Common Collective Trust | $22K | 0.4% |
| IVY MID CAP GROWTH C SEI TRUST COMPANY · EIN 45-3036258 / PN 050 | Common Collective Trust | $22K | 0.4% |
| INVESCO STBL VAL A1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | $9K | 0.2% |
