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 | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAROLINA QUALIFIED RETIREMENT PLAN | — | CHARLESTON, SC | NONE | $37K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Inv, 81,215 shares | Other securities | — | — | $3.1M | 20.4% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | Other securities | — | — | $2.8M | 18.7% | |
| Vanguard Target Retirement 2040 Inv, 56,107 shares | Other securities | — | — | $2.4M | 16.1% | |
| Vanguard Target Retirement 2035 Inv, 50,906 shares | Other securities | — | — | $1.2M | 8.1% | |
| Vanguard Target Retirement 2055 Inv, 18,460 shares | Other securities | — | — | $1.0M | 6.8% | |
| Vanguard Target Retirement 2045 Inv, 26,994 shares | Other securities | — | — | $801K | 5.3% | |
| Vanguard Target Retirement 2020 Inv, 21,994 shares | Other securities | — | — | $582K | 3.9% | |
| T Rowe Price All-Cap Opport I, 6,547 shares | Other securities | — | — | $481K | 3.2% | |
| T Rowe Price Diversified Md Cap Grth I, 8,277 shares | Other securities | — | — | $380K | 2.5% | |
| Vanguard 500 Index Adm, 587 shares | Other securities | — | — | $318K | 2.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $296K | 2.0% | |
| Various Plan Notes receivable from participants (3.25% to 8.50%) | Bonds / Notes | — | — | $295K | 2.0% | |
| Vanguard Target Retirement 2060 Inv, 5,023 shares | Other securities | — | — | $257K | 1.7% | |
| Vanguard Target Retirement 2065 Inv, 6,690 shares | Other securities | — | — | $225K | 1.5% | |
| Vanguard Target Retirement Income Fund, 15,927 shares | Other securities | — | — | $209K | 1.4% | |
| Vanguard Target Retirement 2050 Inv, 3,749 shares | Other securities | — | — | $187K | 1.2% | |
| Vanguard Mid Cap Index Adm, 371 shares | Other securities | — | — | $121K | 0.8% | |
| American Funds American Balanced R6, 3,352 shares | Other securities | — | — | $115K | 0.8% | |
| Vanguard Small-Cap Index Adm, 978 shares | Other securities | — | — | $113K | 0.7% | |
| Vanguard Equity Income Adm, 960 shares | Other securities | — | — | $85K | 0.6% | |
| GALLIARD RETIREMENT INCOME FD CL 35 GREAT GRAY TRUST · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $82K | 0.5% | |
| Vanguard Real Estate Index Adm, 641shares | Other securities | — | — | $81K | 0.5% | |
| MFS Harbor Small Cap Value Ret, 1,817 shares | Other securities | — | — | $77K | 0.5% | |
| American Funds American Eupac R6, 559 shares | Other securities | — | — | $30K | 0.2% | |
| Vanguard Wellesley Income Admiral, 499 shares | Other securities | — | — | $30K | 0.2% | |
| Vanguard Target Retirement 2070 Inv, 1,022 shares | Other securities | — | — | $27K | 0.2% | |
| Vanguard Total Bond Market Index Adm, 1,712 shares | Other securities | — | — | $16K | 0.1% | |
| Dodge & Cox Global Bond X, 1,113 shares | Other securities | — | — | $12K | <0.1% | |
| Vanguard Developed Mkts Index Adm, 186 shares | Other securities | — | — | $3K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Other securities | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
