Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUDENTIAL RETIREMENT INSURANCE AND | 06-1050034 | — | NONE | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOCKTON INVESTMENT ADVISORS, LLC | 20-8874282 | — | NONE | $5K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRU DAY ONE IFX TARG BAL PRUDENTIAL RTIREMENT NS. · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $6.4M | 26.4% | |
| Prudential Retirement Insurance & Annuity Co. Guaranteed Income Fund | Common Stocks | — | — | $5.7M | 23.3% | |
| Prudential Mutual Funds American Funds EuroPacific Growth | Mutual Funds | — | — | $2.7M | 11.0% | |
| Prudential Mutual Funds PIMCO Total Return | Mutual Funds | — | — | $2.6M | 10.7% | |
| Prudential Mutual Funds Fidelity Contrafund | Mutual Funds | — | — | $1.8M | 7.2% | |
| Prudential Mutual Funds American Funds American Mutual | Mutual Funds | — | — | $1.7M | 7.1% | |
| Prudential Mutual Funds Janus Henderson Triton | Mutual Funds | — | — | $482K | 2.0% | |
| Prudential Mutual Funds American Century Mid-Cap Value | Other securities | — | — | $473K | 1.9% | |
| Prudential Mutual Funds PGIM Jennison Mid-Cap Growth | Other securities | — | — | $465K | 1.9% | |
| Prudential Retirement Insurance & Annuity Co. Small Cap Value/Silvercrest | Common Stocks | — | — | $402K | 1.7% | |
| SCV / SILVERREST PRDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 126 | Pooled Separate Account | — | — | $402K | 1.7% | |
| Prudential Mutual Funds Vanguard 500 Index | Common Collective Trusts | — | — | $101K | 0.4% | |
| National Financial Cash | Cash / Money Market | — | — | $99K | 0.4% | |
| VanGuard Index Funds S&P 500 ETF Mutual Fund | Common Collective Trusts | — | — | $89K | 0.4% | |
| Prudential Mutual Funds Fidelity Low-Price Stock | Mutual Funds | — | — | $74K | 0.3% | |
| Prudential Mutual Funds JP Morgan U.S. Equity | Other securities | — | — | $73K | 0.3% | |
| Prudential Mutual Funds BNY Mellon International Stock Index | Other securities | — | — | $59K | 0.2% | |
| Prudential Mutual Funds Vanguard Intermediate Term | Mutual Funds | — | — | $57K | 0.2% | |
| Prudential Mutual Funds Vanguard Small-Cap Index | Mutual Funds | — | — | $25K | 0.1% | |
| Prudential Mutual Funds Invesco Oppenheimer Developing Markets | Mutual Funds | — | — | $18K | <0.1% | |
| Apple, Inc. Corporate Stock - Common | Common Stocks | — | — | $4K | <0.1% | |
| Plug Power, Inc. Corporate Stock - Common | Common Stocks | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PRUDENTIAL INVESTMENT MANAGEMENT SE |
| 13-4122960 |
| — |
| NONE |
| $120 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE WATKINS JOHNSEY PROFESSIONAL GR | 63-1128344 | — | NONE | $13K | — |
| CREATIVE PLANNING LLC | 43-1270780 | — | NONE | $5K | — |
