Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | — | FAIRFIELD, IA | NONE | $30K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| (b)(c) Identity of Issue/Description (e) Value Mutual funds * Vanguard LifeStrategy Moderate Growth Fund | Other securities | — | — | $2.2M | 17.6% | |
| Vanguard Target Retirement 2050 Fund | Other securities | — | — | $2.0M | 15.5% | |
| Vanguard LifeStrategy Growth Fund | Other securities | — | — | $1.8M | 14.4% | |
| Vanguard Balanced Index Fund | Other securities | — | — | $998K | 7.8% | |
| Vanguard Target Retirement 2025 Fund | Other securities | — | — | $771K | 6.1% | |
| Vanguard Target Retirement 2045 Fund | Other securities | — | — | $732K | 5.7% | |
| Vanguard Target Retirement 2040 Fund | Other securities | — | — | $675K | 5.3% | |
| Vanguard Target Retirement 2055 Fund | Other securities | — | — | $455K | 3.6% | |
| Vanguard Target Retirement 2060 Fund | Other securities | — | — | $379K | 3.0% | |
| Vanguard Cash Reserves Federal Money Market Fund | Cash / Money Market | — | — | $364K | 2.9% | |
| Vanguard Target Retirement 2030 Fund | Other securities | — | — | $257K | 2.0% | |
| Fidelity Advisor Growth Opportunities Fund | Other securities | — | — | $223K | 1.8% | |
| Participant loans * Loans to participants, interest rates ranging from 7.25% to 9.50% | Bonds / Notes | — | — | $189K | 1.5% | |
| Vanguard Target Retirement 2020 Fund | Other securities | — | — | $143K | 1.1% | |
| Vanguard LifeStrategy Income Fund | Other securities | — | — | $140K | 1.1% | |
| Vanguard Wellington Admiral Fund | Other securities | — | — | $112K | 0.9% | |
| Fidelity International Growth Fund | Other securities | — | — | $108K | 0.8% | |
| Vanguard LifeStrategy Conservative Growth Fund | Other securities | — | — | $91K | 0.7% | |
| Vanguard Target Retirement 2065 Fund | Other securities | — | — | $87K | 0.7% | |
| T Rowe Price Mid-Cap Growth Fund | Other securities | — | — | $81K | 0.6% | |
| Vanguard Target Retirement 2070 Fund | Other securities | — | — | $48K | 0.4% | |
| Vanguard Total Bond Market Index Fund | Other securities | — | — | $48K | 0.4% | |
| T Rowe Price Mid-Cap Value Fund | Other securities | — | — | $46K | 0.4% | |
| JPMorgan Small Cap Growth Fund | Other securities | — | — | $33K | 0.3% | |
| Vanguard GNMA Fund | Agency / Mortgage-Backed | — | — | $25K | 0.2% | |
| Vanguard Inflation Protected Securities Admiral Fund | Other securities | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
