Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE LIFE INSURANCE COMPANY | 13-5570651 | SYRACUSE, NY | INVESTMENT PROVIDER | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| EQUITABLE FIXED ACCOUNT Guaranteed Interest Account | Other securities | — | — | $1.3M | 28.8% | |
| BLACKROCK LIFEPATH INDEX 2045 INV A Mutual Fund | Other securities | — | — | $997K | 21.9% | |
| BLACKROCK LIFEPATH INDEX 2055 INV A Mutual Fund | Other securities | — | — | $803K | 17.7% | |
| BLACKROCK LIFEPATH INDEX 2035 INV A Mutual Fund | Other securities | — | — | $421K | 9.3% | |
| JPMORGAN US EQUITY R3 Mutual Fund | Other securities | — | — | $177K | 3.9% | |
| HARBOR CAPITAL APPRECIATION ADMIN Mutual Fund | Other securities | — | — | $140K | 3.1% | |
| BLACKROCK LIFEPATH INDEX 2060 INV A Mutual Fund | Other securities | — | — | $105K | 2.3% | |
| BLACKROCK LIFEPATH INDEX 2050 INV A Mutual Fund | Other securities | — | — | $105K | 2.3% | |
| BLACKROCK 60/40 TARGET ALLOCATION INV A Mutual Fund | Other securities | — | — | $62K | 1.4% | |
| INVESCO S&P 500 INDEX A Mutual Fund | Other securities | — | — | $57K | 1.3% | |
| BLACKROCK LIFEPATH INDEX 2030 INV A Mutual Fund | Other securities | — | — | $44K | 1.0% | |
| BLACKROCK LIFEPATH INDEX 2040 INV A Mutual Fund | Other securities | — | — | $40K | 0.9% | |
| AMERICAN FUNDS NEW WORLD R3 Mutual Fund | Other securities | — | — | $37K | 0.8% | |
| [a] [b] Identity of issue, borrower, lessor, or similar party value Cost Current Value JPMORGAN MID CAP GROWTH R3 Mutual Fund | Other securities | — | — | $36K | 0.8% | |
| MFS VALUE R3 Mutual Fund | Other securities | — | — | $24K | 0.5% | |
| BLACKROCK LIFEPATH INDEX 2065 INV A Mutual Fund | Other securities | — | — | $23K | 0.5% | |
| PUTNAM SMALL CAP GROTH R Mutual Fund | Other securities | — | — | $22K | 0.5% | |
| GOLDMAN SACHS SMALL CP VAL INSGHTS A Mutual Fund | Other securities | — | — | $21K | 0.5% | |
| ISHARES RUSSELL MID-CAP INDEX INV A Mutual Fund | Other securities | — | — | $17K | 0.4% | |
| MFS INTL DIVERSIFICATION R3 Mutual Fund | Other securities | — | — | $17K | 0.4% | |
| ISHARES MSCI EAFE INTL IDX INV A (MDIIX) Mutual Fund | Other securities | — | — | $14K | 0.3% | |
| ISHARES RUSSELL 2000 SMALL-CAP IDX INV A Mutual Fund | Other securities | — | — | $12K | 0.3% | |
| PRINCIPAL REAL ESTATE SECURITIES A Mutual Fund | Other securities | — | — | $11K | 0.3% | |
| INVESCO GOVERNMENT MONEY MARKET R Mutual Fund | Cash / Money Market | — | — | $11K | 0.3% | |
| MFS MID CAP VALUE R3 Mutual Fund | Other securities | — | — | $10K | 0.2% | |
| ISHARES US AGGREGATE BOND INDEX INV A Mutual Fund | Other securities | — | — | $9K | 0.2% | |
| BLACKROCK HIGH YIELD PORTFOLIO INV A Mutual Fund | Other securities | — | — | $7K | 0.2% | |
| BAIRD CORE PLUS BOND INV Mutual Fund | Other securities | — | — | $7K | 0.1% | |
| BLACKROCK LIFEPATH INDEX RETIRE INV A Mutual Fund | Other securities | — | — | $6K | 0.1% | |
| JPMORGAN LARGE CAP GROWTH R3 Mutual Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
