Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $728 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| DFA Short-Term Government Portfolio I DFA 0 787 DFA U.S. Core Equity I DFA 0 | Other securities | — | — | $223K | 35.5% | |
| DFA International Core Eqty 2 Port DFA 0 | Other securities | — | — | $87K | 13.8% | |
| Vanguard Short-Term Treasury Inv Vanguard 0 | Other securities | — | — | $69K | 11.1% | |
| DFA US Large Company Portfolio Instl DFA 0 | Other securities | — | — | $53K | 8.4% | |
| DFA Emerging Markets Core Eqty 2 Port DFA 0 439 DFA Five Year Global Fixed Income Port I DFA 0 | Other securities | — | — | $47K | 7.6% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | Other securities | — | — | $45K | 7.1% | |
| American Century Ginnie Mae R5 American Century 0 675 American Century Sht Dur Infl Prot R5 American Century 0 | Agency / Mortgage-Backed | — | — | $41K | 6.6% | |
| Vanguard Real Estate Index ETF Vanguard 0 | Other securities | — | — | $24K | 3.8% | |
| PIMCO CommoditiesPLUS Strategy Instl PIMCO 0 229 Vanguard Federal Money Market Inv Vanguard 0 | Cash / Money Market | — | — | $17K | 2.7% | |
| Vanguard Short Term Corp Bd Index ETF Vanguard 0 | Common Stock | — | — | $12K | 2.0% | |
| DFA U.S. Small Cap Value Portfolio I DFA 0 | Other securities | — | — | $6K | 0.9% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | Other securities | — | — | $1K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
