Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | 39-1563018 | — | NONE | $34K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm Interest in registered investment companies xx | Other securities | — | — | $2.1M | 11.0% | |
| American Funds 2050 Target Date R6 Interest in registered investment companies xx | Other securities | — | — | $1.8M | 9.7% | |
| American Funds Growth Fund R6 Interest in registered investment companies xx | Other securities | — | — | $1.6M | 8.4% | |
| American Funds 2045 Target Date R6 Interest in registered investment companies xx | Other securities | — | — | $1.4M | 7.2% | |
| T Rowe Price Blue Chip Growth I Interest in registered investment companies xx | Other securities | — | — | $1.3M | 6.7% | |
| American Funds New Perspective R6 Interest in registered investment companies xx | Other securities | — | — | $1.2M | 6.3% | |
| American Funds Small Cap World R6 Interest in registered investment companies xx | Other securities | — | — | $1.1M | 5.7% | |
| Vanguard 500 Index Adm Interest in registered investment companies xx | Other securities | — | — | $899K | 4.7% | |
| American Funds Inv Co Amer R6 Interest in registered investment companies xx | Common Stock | — | — | $841K | 4.4% | |
| American Funds 2035 Target Date R6 Interest in registered investment companies xx | Other securities | — | — | $825K | 4.3% | |
| American Funds Capital World Growth & Income R6 Interest in registered investment companies xx | Other securities | — | — | $571K | 3.0% | |
| American Funds New Economy R6 Interest in registered investment companies xx | Other securities | — | — | $560K | 2.9% | |
| American Funds Global Balanced R6 Interest in registered investment companies xx | Other securities | — | — | $457K | 2.4% | |
| American Funds 2060 Target Date R6 Interest in registered investment companies xx | Other securities | — | — | $442K | 2.3% | |
| American Funds US Govt Money Mrkt R6 Interest bearing cash xx | Cash / Money Market | — | — | $420K | 2.2% | |
| American Funds EuroPacific Growth R6 Interest in registered investment companies xx | Other securities | — | — | $329K | 1.7% | |
| American Funds Washington Mutual Investors R6 Interest in registered investment companies xx | Other securities | — | — | $297K | 1.6% | |
| American Funds New World R6 Interest in registered investment companies xx | Other securities | — | — | $289K | 1.5% | |
| maturing through December 2034 - | Other securities | — | — | $256K | 1.3% | |
| American Funds 2030 Target Date R6 Interest in registered investment companies xx | Other securities | — | — | $237K | 1.2% | |
| Vanguard Short Term Bond Index Adm Interest in registered investment companies xx | Other securities | — | — | $233K | 1.2% | |
| Metropolitan West Total Return Bond Fund Interest in registered investment companies xx | Other securities | — | — | $120K | 0.6% | |
| American Funds 2055 Target Date R6 Interest in registered investment companies xx | Other securities | — | — | $104K | 0.5% | |
| American Funds Income Fund of America R6 Interest in registered investment companies xx | Other securities | — | — | $103K | 0.5% | |
| American Funds 2020 Target Date R6 Interest in registered investment companies xx | Other securities | — | — | $79K | 0.4% | |
| Invesco Balanced-Risk Allc R6 Interest in registered investment companies xx | Other securities | — | — | $70K | 0.4% | |
| American Funds 2025 Target Date R6 Interest in registered investment companies xx | Other securities | — | — | $59K | 0.3% | |
| PIMCO Income Fund Instl Interest in registered investment companies xx | Other securities | — | — | $34K | 0.2% | |
| Lord Abbett Short Duration Income R6 Interest in registered investment companies xx | Other securities | — | — | $31K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
