Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| NFP Retirement, Inc. Fiduciary Benefits Group Moderate Strategy | Common Stock | — | — | $823K | 85.1% | |
| NFP Retirement, Inc. Fiduciary Benefits Group Moderate Aggressive Strategy | Common Stock | — | — | $64K | 6.7% | |
| Notes receivable from participants with interest rates from 8.75% to 9.5%. | Bonds / Notes | — | — | $52K | 5.4% | |
| American Funds New World Fund Class R-6 ** 150 Black Rock Strategic Global Bond Fund, Inc. Class K ** 289 NFP Retirement, Inc. Fiduciary Benefits Group Aggressive Strategy | Common Stock | — | — | $27K | 2.8% | |
| GREAT GRAY CIT III FOR METLIFE GROU WILMINGTON TRUST · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $291 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.