Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $484K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan Core Bond Fund | Other securities | — | — | $40.1M | 24.4% | |
| Vanguard Institutional Index Fund | Other securities | — | — | $25.6M | 15.6% | |
| Stable value fund New York Life Insurance Company Anchor Account 35 | Other securities | — | — | $19.6M | 11.9% | |
| JP Morgan Equity Income Fund | Other securities | — | — | $16.1M | 9.8% | |
| JPMorgan Eq Inc R6 | Common Stock | — | — | $16.1M | 9.8% | |
| JP Morgan Large Cap Growth Fund | Other securities | — | — | $15.9M | 9.7% | |
| MFS International Growth Fund | Other securities | — | — | $14.2M | 8.6% | |
| Investments Mutual funds American Funds Europacific Growth Fund | Other securities | — | — | $13.5M | 8.2% | |
| Vanguard Mid Cap Index Fund | Other securities | — | — | $9.5M | 5.8% | |
| Victory Sycamore Small Company Opportunity Fund | Other securities | — | — | $5.7M | 3.5% | |
| Loomis Sayles Loomis Sayles Small Cap Gr Instl | Other securities | — | — | $3.9M | 2.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
