Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEW YORK LIFE SECURITIES | — | FAIRFAX, VA | NONE | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds Retirement The Growth Fund of America R6 - | Other securities | — | — | $3.3M | 16.2% | |
| The Vanguard Group, Inc. Vanguard Target Ret 2040 Fund - | Common Stock | — | — | $2.7M | 13.5% | |
| The Vanguard Group, Inc. Vanguard 500 Index Fd Admiral - | Common Stock | — | — | $1.7M | 8.4% | |
| The Vanguard Group, Inc. Vanguard Target Ret 2050 Fund - | Common Stock | — | — | $1.3M | 6.6% | |
| The Vanguard Group, Inc. Vanguard Target Ret 2030 Fund - | Common Stock | — | — | $1.2M | 5.9% | |
| The Vanguard Group, Inc. Vanguard Target Ret 2045 Fund - | Common Stock | — | — | $1.1M | 5.5% | |
| American Funds Retirement American EuroPacific Growth R6 - | Other securities | — | — | $994K | 5.0% | |
| Principal Life Insurance Company Principal Mid Cap Fund Inst - | Other securities | — | — | $922K | 4.6% | |
| The Vanguard Group, Inc. Vanguard Target Ret 2055 Fund - | Common Stock | — | — | $863K | 4.3% | |
| The Vanguard Group, Inc. Vanguard Small Cap Index Fd Adm - | Common Stock | — | — | $854K | 4.3% | |
| American Funds Retirement American Balanced Fund R6 - | Other securities | — | — | $708K | 3.5% | |
| The Vanguard Group, Inc. Vanguard Target Ret 2035 Fund - | Common Stock | — | — | $673K | 3.4% | |
| MFS Investments MFS Value Fund R6 - | Other securities | — | — | $623K | 3.1% | |
| NEW YORK ANCHOR ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $531K | 2.6% | |
| The Vanguard Group, Inc. Vanguard Target Ret 2060 Fund - | Common Stock | — | — | $497K | 2.5% | |
| John Hancock Investments John Hancock Disc Val MC R6 - | Other securities | — | — | $412K | 2.1% | |
| The Vanguard Group, Inc. Vanguard Target Ret 2025 Fund - | Common Stock | — | — | $337K | 1.7% | |
| The Vanguard Group, Inc. Vanguard Total Bond Market Index Adm - | Common Stock | — | — | $319K | 1.6% | |
| Pacific Investment Management PIMCO Real Return Instl - | Other securities | — | — | $255K | 1.3% | |
| Company LLC The Vanguard Group, Inc. Vanguard Target Ret Income Fund - | Common Stock | — | — | $118K | 0.6% | |
| JPMorgan Chase & Co JPMorgan Emerging Mkts Eqty R6 - | Common Stock | — | — | $117K | 0.6% | |
| The Vanguard Group, Inc. Vanguard Target Ret 2020 Fund - | Common Stock | — | — | $98K | 0.5% | |
| Causeway Capital Mangement Causeway International Val Inst - | Other securities | — | — | $84K | 0.4% | |
| Invesco Main Street R6 - | Other securities | — | — | $47K | 0.2% | |
| Loomis Sayles Core Plus Bond N - | Other securities | — | — | $15K | <0.1% | |
| Cohen & Steers Inst Realty Cohen & Steers Inst Realty - | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
