Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PINNACLE BANK | 62-1829917 | — | NONE | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Davis Furniture Industries, Inc. 32,087 shares common stock | Common Stock | — | $32K | $5.8M | 43.5% | |
| iShares Russell 1000 Growth Fund | Other securities | — | $391K | $1.4M | 10.6% | |
| JPMorgan Unconstrained Debt Fund | Other securities | — | $832K | $848K | 6.4% | |
| iShares Russell 1000 Value Fund | Other securities | — | $492K | $847K | 6.4% | |
| Guggenheim Investments Total Return Bond Fund | Other securities | — | $851K | $789K | 6.0% | |
| Federated Hermes Total Return Bond Fund | Other securities | — | $740K | $682K | 5.2% | |
| Aristotle Core Income Fund | Other securities | — | $620K | $612K | 4.6% | |
| Vanguard FTSE Developed Market Index Fund | Other securities | — | $357K | $436K | 3.3% | |
| Hartford International Multi-Cap Value Fund | Other securities | — | $181K | $228K | 1.7% | |
| Neuberger Berman Small Cap Growth Fund | Other securities | — | $155K | $197K | 1.5% | |
| Lazard International Quality Growth Fund | Other securities | — | $185K | $195K | 1.5% | |
| World Applied Finance Advisors Explorer Fund | Other securities | — | $153K | $170K | 1.3% | |
| Goldman Sachs U.S. Mortgage Fund | Other securities | — | $179K | $153K | 1.2% | |
| Federated Hermes Government Obligations Fund | Other securities | — | $89K | $89K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
