Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI SECURITIES, INC | 06-1493970 | — | ADVISOR | $22K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2060 Trgt Date Retire R3 Registered Investment Company | Other securities | — | — | $728K | 12.2% | |
| The Growth Fund of America Registered Investment Company | Other securities | — | — | $719K | 12.1% | |
| American Funds 2040 Target Date Retirement Fund R3 Registered Investment Company | Other securities | — | — | $560K | 9.4% | |
| American Funds 2050 Trgt Date Retire R3 Registered Investment Company | Other securities | — | — | $475K | 8.0% | |
| American Funds 2055 Trgt Date Retire R3 Registered Investment Company | Other securities | — | — | $471K | 7.9% | |
| American Funds US Government Money Market Fund R3 Registered Investment Company | Cash / Money Market | — | — | $433K | 7.3% | |
| American Funds AMCAP Fund® Class R-3 Registered Investment Company | Other securities | — | — | $340K | 5.7% | |
| American Mutual Fund Registered Investment Company | Other securities | — | — | $318K | 5.4% | |
| American Funds 2045 Trgt Date Retire R3 Registered Investment Company | Other securities | — | — | $262K | 4.4% | |
| American Funds Global Balanced Fund R3 Registered Investment Company | Other securities | — | — | $233K | 3.9% | |
| American Funds Global Growth Portfolio R3 Registered Investment Company | Other securities | — | — | $190K | 3.2% | |
| American Funds Growth Portfolio R3 Registered Investment Company | Other securities | — | — | $137K | 2.3% | |
| American Funds New Economy R3 Registered Investment Company | Other securities | — | — | $132K | 2.2% | |
| Fundamental Investors Registered Investment Company | Other securities | — | — | $131K | 2.2% | |
| Income Fund of America Registered Investment Company | Other securities | — | — | $108K | 1.8% | |
| American Funds Growth and Income Portfolio R3 Registered Investment Company | Other securities | — | — | $84K | 1.4% | |
| American Funds 2030 Target Date Retirement Fund R3 Registered Investment Company | Other securities | — | — | $79K | 1.3% | |
| American Funds 2025 Trgt Date Retire R3 Registered Investment Company | Other securities | — | — | $72K | 1.2% | |
| American Funds 2065 Trgt Date Retire R3 Registered Investment Company | Other securities | — | — | $70K | 1.2% | |
| American Funds Moderate Growth and Income Portfolio R3 Registered Investment Company | Other securities | — | — | $65K | 1.1% | |
| American Funds New World R3 Registered Investment Company | Other securities | — | — | $61K | 1.0% | |
| American Funds US Government Securities Fund R3 Registered Investment Company | Other securities | — | — | $48K | 0.8% | |
| American Funds American High-Income Trust R3 Registered Investment Company | Other securities | — | — | $46K | 0.8% | |
| American Funds International Growth & Income Fund R3 Registered Investment Company | Other securities | — | — | $42K | 0.7% | |
| American Funds Bond Fund of America;R3 Registered Investment Company | Other securities | — | — | $39K | 0.7% | |
| American Funds Conservative Growth and Income Portfolio Registered Investment Company | Other securities | — | — | $25K | 0.4% | |
| American Funds 2035 Trgt Date Retire R3 Registered Investment Company | Other securities | — | — | $25K | 0.4% | |
| maturing through May 2029 -0- | Other securities | — | — | $12K | 0.2% | |
| American Funds 2015 Trgt Date Retire R3 Registered Investment Company ** 72 * American Funds 2020 Trgt Date Retire R3 Registered Investment Company | Other securities | — | — | $10K | 0.2% | |
| American Funds 2010 Trgt Date Retire R3 Registered Investment Company | Other securities | — | — | $5K | <0.1% | |
| American Funds Preservation Portfolio R3 Registered Investment Company | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
