Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY WEALTH MGMT., LLC | — | BALTIMORE, MD | N/A | $27K | — |
| NWPS | — | TOWSON, MD | N/A | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Investments in Mutual Funds T. Rowe Price Retirement 2035 Adv Fund | Other securities | — | — | $1.9M | 16.5% | |
| American Funds Growth Fund of America | Other securities | — | — | $1.6M | 13.5% | |
| T. Rowe Price Retirement 2055 Adv Fund | Other securities | — | — | $1.1M | 9.4% | |
| BlackRock Equity Dividend Fund A | Other securities | — | — | $1.1M | 9.3% | |
| T. Rowe Price Retirement 2050 Adv Fund | Other securities | — | — | $842K | 7.1% | |
| T. Rowe Price Retirement 2025 Adv Fund | Other securities | — | — | $806K | 6.8% | |
| T. Rowe Price Retirement 2045 Adv Fund | Other securities | — | — | $583K | 4.9% | |
| American Funds Money Market Fund A | Cash / Money Market | — | — | $461K | 3.9% | |
| T. Rowe Price Retirement 2060 Adv Fund | Other securities | — | — | $435K | 3.7% | |
| The Hartford Co MidCap Fund R4 | Common Stock | — | — | $373K | 3.2% | |
| American Century Mid Cap Value Fund A | Other securities | — | — | $339K | 2.9% | |
| JP Morgan US Small Company Fund R3 | Other securities | — | — | $329K | 2.8% | |
| American Funds EuroPacific Growth Fund A | Other securities | — | — | $316K | 2.7% | |
| American Funds New Perspective Fund A | Other securities | — | — | $291K | 2.5% | |
| T. Rowe Price Retirement 2030 Adv Fund | Other securities | — | — | $275K | 2.3% | |
| T. Rowe Price Retirement 2040 Adv Fund | Other securities | — | — | $259K | 2.2% | |
| Lord Abbett Short Duration Income Fund R4 | Other securities | — | — | $257K | 2.2% | |
| Federated Hermes Total Return Bond SVC | Other securities | — | — | $208K | 1.8% | |
| T. Rowe Price Retirement 2020 Adv Fund | Other securities | — | — | $178K | 1.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
