Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291791 | — | CONSULTANT | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 | Other securities | — | — | $4.8M | 16.8% | |
| Vanguard Target Retirement 2040 | Other securities | — | — | $4.6M | 16.0% | |
| Vanguard Target Retirement 2045 | Other securities | — | — | $4.0M | 13.8% | |
| Vanguard Target Retirement 2030 | Other securities | — | — | $3.8M | 13.1% | |
| Vanguard Target Retirement 2025 | Other securities | — | — | $2.1M | 7.1% | |
| Vanguard Target Retirement 2050 | Other securities | — | — | $1.6M | 5.5% | |
| Vanguard Target Retirement 2055 | Other securities | — | — | $1.5M | 5.2% | |
| Fidelity Large Cap Growth Index | Other securities | — | — | $1.3M | 4.4% | |
| Vanguard Total Stock Market Adm | Other securities | — | — | $841K | 2.9% | |
| Notes receivable from participants | Other securities | — | — | $839K | 2.9% | |
| Vanguard Equity Inc Adm | Common Stock | — | — | $531K | 1.8% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $487K | 1.7% | |
| Vanguard Target Retirement Inc | Common Stock | — | — | $437K | 1.5% | |
| Vanguard Total Bond Market Adm | Other securities | — | — | $390K | 1.4% | |
| Vanguard Target Retirement 2060 | Other securities | — | — | $368K | 1.3% | |
| Vanguard Target Retirement 2020 | Other securities | — | — | $274K | 1.0% | |
| Dodge & Cox Income Fund Class X | Other securities | — | — | $252K | 0.9% | |
| Vanguard Explorer Adm | Other securities | — | — | $243K | 0.8% | |
| DFA US Target Val I | Other securities | — | — | $243K | 0.8% | |
| Vanguard Total International Stock Ad | Other securities | — | — | $168K | 0.6% | |
| American Funds Europac Growth R6 | Other securities | — | — | $80K | 0.3% | |
| Vanguard Real Estate Index Adm | Other securities | — | — | $56K | 0.2% | |
| Vanguard Target Retirement 2065 | Other securities | — | — | $34K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
