Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $11K | — |
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 Balanced Index Fund | Other securities | — | — | $6.0M | 28.6% | |
| Vanguard Growth Index Fund INSTL | Other securities | — | — | $2.6M | 12.6% | |
| Fidelity 500 Index FD | Other securities | — | — | $2.5M | 11.9% | |
| Fidelity U.S. Bond Index FD | Other securities | — | — | $1.6M | 7.5% | |
| Fidelity INTL Index FD | Other securities | — | — | $1.3M | 6.1% | |
| BlackRock Lifepath index 2040 | Other securities | — | — | $1.1M | 5.3% | |
| BlackRock Lifepath Index 2035 | Other securities | — | — | $775K | 3.7% | |
| Vanguard Small Cap Index INSTL | Other securities | — | — | $626K | 3.0% | |
| Fidelity Mid Cap Index | Other securities | — | — | $617K | 2.9% | |
| NEW YORK LIFE ANCHOR ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $578K | 2.7% | |
| BlackRock Lifepath Index 2050 | Other securities | — | — | $503K | 2.4% | |
| Fidelity Emerging Mkts Index | Other securities | — | — | $363K | 1.7% | |
| 9.50 percent - | Other securities | — | — | $336K | 1.6% | |
| PGIM High Yield Fund R6 | Other securities | — | — | $323K | 1.5% | |
| BlackRock Lifepath Index 2045 | Other securities | — | — | $304K | 1.4% | |
| Vanguard Total Intl BD Index Admiral | Other securities | — | — | $227K | 1.1% | |
| Loomis Sayles Core Plus Bond FD | Other securities | — | — | $207K | 1.0% | |
| Charles Schwab Trust Bank Carillon Eagle Mid-Cap Growth Fund R6 | Other securities | — | — | $200K | 0.9% | |
| Vanguard Value Index INSTL Shares | Other securities | — | — | $196K | 0.9% | |
| DFA Commodity Strategy Port INST | Other securities | — | — | $123K | 0.6% | |
| Vanguard REIT Index Fund Admiral | Common Stock | — | — | $119K | 0.6% | |
| BlackRock Lifepath Index 2055 | Other securities | — | — | $112K | 0.5% | |
| BlackRock Lifepath Index | Other securities | — | — | $76K | 0.4% | |
| BlackRock Lifepath Index 2060 | Other securities | — | — | $73K | 0.3% | |
| BlackRock Lifepath Index 2030 | Other securities | — | — | $72K | 0.3% | |
| Vanguard Inflation Prot SEC ADM | Other securities | — | — | $32K | 0.2% | |
| BlackRock Lifepath Index 2065 | Other securities | — | — | $18K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
