Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED BANKSHARES, INC. | 55-6100340 | — | TRUSTEE | $371K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Baird Aggregate Bond Fund | Other securities | — | $27.6M | $24.3M | 13.3% | |
| Vanguard Growth Index Fund Institutional Shares | Other securities | — | $5.6M | $15.5M | 8.5% | |
| Vanguard High Dividend Yield Index Fund Admiral Shares | Other securities | — | $6.6M | $11.6M | 6.4% | |
| Ishares MSCI EAFE International Index Fund | Other securities | — | $8.0M | $8.7M | 4.8% | |
| Federated Hermes Institutional High Yield Bond Fund | Other securities | — | $7.8M | $7.4M | 4.0% | |
| Fidelity Advisor #688 Advisor Group Opp Class I | Common Stock | — | $3.7M | $5.7M | 3.1% | |
| Vanguard Real Estate ETF | Other securities | — | $5.6M | $5.6M | 3.1% | |
| Mutual and Exchange-Traded Funds (Continued) Fidelity Mid Cap Index | Other securities | — | $3.5M | $5.4M | 2.9% | |
| Diamond Hill Long Short Fund II | Other securities | — | $5.1M | $5.3M | 2.9% | |
| Putnam Large Cap Value | Other securities | — | $4.8M | $5.2M | 2.8% | |
| Ishares MSCI EMR MRK EX China | Other securities | — | $3.6M | $4.0M | 2.2% | |
| United Bankshares, Inc. Common Stock | Common Stock | — | $2.7M | $4.0M | 2.2% | |
| United Bank Liquid Assets | Other securities | — | $4.0M | $4.0M | 2.2% | |
| Johcm International Select Fund Account | Other securities | — | $2.6M | $2.8M | 1.5% | |
| Credit Suisse Commodity Return Strategy Fund | Other securities | — | $3.7M | $2.6M | 1.4% | |
| Eaton Vance Corp Parametric Commodity Strategy Fund | Common Stock | — | $2.7M | $2.6M | 1.4% | |
| Ishares Core S&P Small Cap ETF | Other securities | — | $1.7M | $2.2M | 1.2% | |
| Blackrock Mid Cap Growth | Other securities | — | $1.8M | $2.0M | 1.1% | |
| US Treasury Bond 3.75% 04/15/2026 | U.S. Treasuries | — | $2.0M | $2.0M | 1.1% | |
| Ishares Core U.S. Aggregate Bond | Other securities | — | $1.9M | $1.8M | 1.0% | |
| US Treasury Bond 2.875 05/15/2032 | U.S. Treasuries | — | $1.9M | $1.8M | 1.0% | |
| Freddie Mac Pool FR SD7513 3.5% 04/01/2050 | Agency / Mortgage-Backed | — | $1.7M | $1.7M | 0.9% | |
| MFS Mid Cap Value | Other securities | — | $1.5M | $1.6M | 0.9% | |
| US Treasury Bond 4.50% 11/15/2025 | U.S. Treasuries | — | $1.5M | $1.5M | 0.8% | |
| US Treasury Bond 4.25% 10/15/2025 | U.S. Treasuries | — | $1.5M | $1.5M | 0.8% | |
| FNMA Pool FN FS2050 4% 02/01/2051 | Agency / Mortgage-Backed | — | $1.5M | $1.5M | 0.8% | |
| US Treasury Bond 3.875% 03/31/2025 | U.S. Treasuries | — | $1.5M | $1.5M | 0.8% | |
| Freddie Mac Pool FR SD7563 4.5% 05/01/2053 | Agency / Mortgage-Backed | — | $1.5M | $1.5M | 0.8% | |
| US Treasury Bond 2.125% 05/15/2025 | U.S. Treasuries | — | $1.5M | $1.5M | 0.8% | |
| US Treasury Bond 4% 02/29/2028 | U.S. Treasuries | — | $1.5M | $1.5M | 0.8% | |
| US Treasury Bond 3.75% 08/31/2031 | U.S. Treasuries | — | $1.5M | $1.4M | 0.8% | |
| US Treasury Bill 0% 03/20/2025 | U.S. Treasuries | — | $1.4M | $1.4M | 0.8% | |
| US Treasury Bond 3.5% 02/15/2033 | U.S. Treasuries | — | $1.3M | $1.2M | 0.7% | |
| Wasatch Ultra Growth Fund Institutional | Other securities | — | $1.0M | $1.2M | 0.6% | |
| US Treasury Bond 2.875% 05/15/2028 | U.S. Treasuries | — | $1.2M | $1.2M | 0.6% | |
| US Treasury Bond 4% 02/28/2030 | U.S. Treasuries | — | $1.0M | $1.1M | 0.6% | |
| FNMA Pool FN MA5072 5.5% 07/01/2053 | Agency / Mortgage-Backed | — | $1.0M | $1.0M | 0.6% | |
| US Treasury Bond 2.25% 05/15/2041 | U.S. Treasuries | — | $1.0M | $1.0M | 0.6% | |
| US Treasury Bond 4.125% 02/15/2027 | U.S. Treasuries | — | $996K | $997K | 0.5% | |
| US Treasury Bond 3.5% 09/15/2025 | U.S. Treasuries | — | $985K | $995K | 0.5% | |
| US Treasury Bond 3.625% 05/15/2026 | U.S. Treasuries | — | $985K | $992K | 0.5% | |
| American Century Small Cap Value Fund I | Other securities | — | $931K | $976K | 0.5% | |
| US Treasury Bond 2% 11/15/2026 | U.S. Treasuries | — | $950K | $960K | 0.5% | |
| US Treasury Bond 2.375% 05/15/2027 | U.S. Treasuries | — | $949K | $958K | 0.5% | |
| US Treasury Bond 2.25% 11/15/2027 | U.S. Treasuries | — | $937K | $945K | 0.5% | |
| Freddie Mac Super Pool FR SB8512 2% 05/01/2036 | Agency / Mortgage-Backed | — | $875K | $886K | 0.5% | |
| Apple Inc. | Common Stock | — | $63K | $754K | 0.4% | |
| Cisco Systems Inc. | Common Stock | — | $350K | $753K | 0.4% | |
| Corning Inc. | Common Stock | — | $447K | $742K | 0.4% | |
| Blackrock Inc. | Common Stock | — | $518K | $738K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
