Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTHPLAN INVESTMENT MANAGEMENT | — | OMAHA, NE | NONE | $8K | — |
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 Target Retirement 2030 Fund Vanguard 0 | Other securities | — | — | $5.7M | 23.7% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | Other securities | — | — | $5.2M | 21.9% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | Other securities | — | — | $3.6M | 14.9% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | Other securities | — | — | $2.8M | 11.8% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | Other securities | — | — | $2.8M | 11.8% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | Other securities | — | — | $999K | 4.2% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | Other securities | — | — | $873K | 3.7% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | Other securities | — | — | $433K | 1.8% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $379K | 1.6% | |
| Vanguard Federal Money Market Inv Vanguard 0 | Cash / Money Market | — | — | $271K | 1.1% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | Other securities | — | — | $111K | 0.5% | |
| Vanguard S&P 500 ETF Vanguard 0 | Other securities | — | — | $110K | 0.5% | |
| T. Rowe Price Dividend Growth I T. Rowe Price 0 | Other securities | — | — | $99K | 0.4% | |
| Fidelity Growth Discovery K Fidelity 0 | Other securities | — | — | $88K | 0.4% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | Other securities | — | — | $84K | 0.4% | |
| American Eupac R6 American Eupac 0 | Other securities | — | — | $52K | 0.2% | |
| Vanguard FTSE Developed Markets ETF Vanguard 0 | Other securities | — | — | $51K | 0.2% | |
| Wealth Plan Group Aggressive Growth Wealth Plan 0 | Common Stock | — | — | $40K | 0.2% | |
| Vanguard Growth Index ETF Vanguard 0 | Other securities | — | — | $37K | 0.2% | |
| Wealth Plan Group Conservative Wealth Plan 0 | Common Stock | — | — | $36K | 0.2% | |
| Fidelity Mid Cap Index Fidelity 0 | Other securities | — | — | $30K | 0.1% | |
| American Century Small Cap Gr R6 American Century 0 | Other securities | — | — | $29K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | Other securities | — | — | $12K | <0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | Other securities | — | — | $10K | <0.1% | |
| BlackRock High Yield Portfolio K BlackRock 0 | Other securities | — | — | $9K | <0.1% | |
| Vanguard Total Bond Market ETF Vanguard 0 | Other securities | — | — | $9K | <0.1% | |
| Vanguard Small-Cap Value Index ETF Vanguard 0 | Other securities | — | — | $9K | <0.1% | |
| DWS Science And Technology Instl DWS 0 929 Invesco Gold & Special Minerals R6 Invesco 0 822 Vanguard Energy Index ETF Vanguard 0 | Other securities | — | — | $8K | <0.1% | |
| T. Rowe Price Health Sciences I T. Rowe Price 0 | Other securities | — | — | $8K | <0.1% | |
| WPP DIVIDEND ARISTOCRATS PORT I MATRIX TRUST COMPANY · EIN 75-3182674 / PN 336 | Common Collective Trust | — | — | $4K | <0.1% | |
| Vanguard Information Tech Index ETF Vanguard 0 | Other securities | — | — | $3K | <0.1% | |
| Wealth Plan Group Moderate Growth Wealth Plan 0 | Common Stock | — | — | $2K | <0.1% | |
| Contribution Account Ascensus Trust Company 0 167 TCW MetWest Total Return Bd Plan TCW 0 | Other securities | — | — | $2K | <0.1% | |
| UNITED OF OMAHA SEPARATE ACCT K UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
