Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREBENEFITS OF AMERICA | 62-1751967 | ARLINGTON, TN | RECORDKEEPER | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund | Other securities | — | — | $95K | 14.9% | |
| Vanguard Target Retirement 2040 Fund | Other securities | — | — | $79K | 12.4% | |
| Vanguard Target Retirement 2035 Fund | Other securities | — | — | $72K | 11.3% | |
| Vanguard Target Retirement Income Fund | Other securities | — | — | $69K | 10.8% | |
| Vanguard Target Retirement 2045 Fund | Other securities | — | — | $57K | 9.0% | |
| Vanguard Target Retirement 2030 Fund | Other securities | — | — | $40K | 6.4% | |
| Vanguard Target Retirement 2055 Fund | Other securities | — | — | $39K | 6.2% | |
| Vanguard Target Retirement 2025 Fund | Other securities | — | — | $37K | 5.8% | |
| Vanguard Value Index Fund | Other securities | — | — | $32K | 5.0% | |
| Vanguard Small-Cap Index Fund | Other securities | — | — | $25K | 3.9% | |
| Vanguard Target Retirement 2060 Fund | Other securities | — | — | $20K | 3.1% | |
| Exchange-traded funds Invesco QQQ Trust | Other securities | — | — | $20K | 3.1% | |
| Vanguard Small-Cap Value Index Fund | Other securities | — | — | $12K | 1.9% | |
| Vanguard Mid-Cap Index Fund | Other securities | — | — | $11K | 1.7% | |
| Vanguard Intl Dividend Appreciation Index Fund | Other securities | — | — | $6K | 1.0% | |
| iShares Agency Bond | Other securities | — | — | $4K | 0.7% | |
| DFA Real Estate Securities Portfolio | Mutual Funds | — | — | $3K | 0.4% | |
| Nuveen Lifecycle Index Retirement Income Fund | Other securities | — | — | $3K | 0.4% | |
| SPDR Portfolio S&P 500 | Other securities | — | — | $3K | 0.4% | |
| Vanguard Target Retirement 2065 Fund | Other securities | — | — | $2K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
