Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RENASANT BANK | — | TUPELO, MS | NONE | $36K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Renasant Bank T Rowe Price Ret I 2035 N/A | Other securities | — | — | $617K | 14.7% | |
| Renasant Bank T Rowe Price Ret I 2045 N/A | Other securities | — | — | $576K | 13.7% | |
| Renasant Bank T Rowe Price Ret I 2025 N/A | Other securities | — | — | $502K | 12.0% | |
| Renasant Bank T Rowe Price Ret I 2040 N/A | Other securities | — | — | $433K | 10.3% | |
| CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $390K | 9.3% | |
| Renasant Bank T Rowe Price Ret I 2055 N/A | Other securities | — | — | $309K | 7.4% | |
| Renasant Bank T Rowe Price Ret I 2030 N/A | Other securities | — | — | $286K | 6.8% | |
| Renasant Bank T Rowe Price Ret I 2050 N/A | Other securities | — | — | $260K | 6.2% | |
| Renasant Bank T Rowe Price Ret I 2020 N/A | Other securities | — | — | $123K | 2.9% | |
| Renasant Bank Mid Atlantic Master Cash Account N/A | Cash / Money Market | — | — | $100K | 2.4% | |
| Participant notes receivable 4.25-9.50% N/A | Bonds / Notes | — | — | $97K | 2.3% | |
| Renasant Bank JP Morgan Growth Advantage N/A | Other securities | — | — | $93K | 2.2% | |
| Renasant Bank Vanguard Total Stock Mkt Index N/A | Other securities | — | — | $91K | 2.2% | |
| Renasant Bank Vanguard Large Cap Index N/A | Other securities | — | — | $54K | 1.3% | |
| Renasant Bank T Rowe Price Ret I 2060 N/A | Other securities | — | — | $43K | 1.0% | |
| Renasant Bank T Rowe Price Ret I 2065 N/A | Other securities | — | — | $33K | 0.8% | |
| Renasant Bank AB Large Cap Growth N/A | Other securities | — | — | $29K | 0.7% | |
| Renasant Bank Federated Hermes Institutional Bond N/A 145 * Renasant Bank Federated Total Return Bond N/A | Other securities | — | — | $26K | 0.6% | |
| Renasant Bank Buffalo International N/A | Other securities | — | — | $23K | 0.6% | |
| Renasant Bank Hartford Dividend and Growth N/A | Other securities | — | — | $22K | 0.5% | |
| Renasant Bank Baird Core Plus Bond N/A | Other securities | — | — | $18K | 0.4% | |
| Renasant Bank T Rowe Price Ret I 2015 N/A | Other securities | — | — | $17K | 0.4% | |
| Renasant Bank American Century Sm Cap Growth N/A | Other securities | — | — | $13K | 0.3% | |
| Renasant Bank Undiscovrd Mgrs Behavioral Val N/A | Other securities | — | — | $10K | 0.2% | |
| Renasant Bank JP Morgan Hedged Equity N/A 891 * Renasant Bank MFS Mid Cap Value N/A | Other securities | — | — | $7K | 0.2% | |
| Renasant Bank Value Line Mid Cap N/A | Other securities | — | — | $7K | 0.2% | |
| Renasant Bank Smead Value N/A | Other securities | — | — | $2K | <0.1% | |
| Renasant Bank Vanguard Mid-Cap Index N/A | Other securities | — | — | $2K | <0.1% |
