Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE TRUST COMPANY OF TENNESSEE | 62-1291257 | — | NONE | $95K | — |
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 500 Index Fd #540 Admiral Shares | Other securities | — | — | $3.7M | 12.4% | |
| Blackrock Lifepath Index Retirement K | Other securities | — | — | $2.2M | 7.3% | |
| Vanguard Growth Index Admiral | Other securities | — | — | $1.9M | 6.6% | |
| Vanguard Value Index Admiral | Other securities | — | — | $1.8M | 6.2% | |
| Blackrock Lifepath Index 2035 | Other securities | — | — | $1.7M | 5.7% | |
| Blackrock Lifepath Index 2030 | Other securities | — | — | $1.7M | 5.6% | |
| Goldman Sachs GQG Ptnrs Intl Opps R6 | Other securities | — | — | $1.4M | 4.9% | |
| Causeway International Value Instl | Other securities | — | — | $1.3M | 4.5% | |
| Blackrock Lifepath Index 2040 | Other securities | — | — | $1.2M | 4.2% | |
| JP Morgan Emerging Markets Equity R6 | Other securities | — | — | $1.2M | 4.1% | |
| Blackrock Lifepath Index 2045 | Other securities | — | — | $1.1M | 3.6% | |
| Blackrock Lifepath Index 2060 | Other securities | — | — | $1.0M | 3.5% | |
| Conestoga Small Cap Fund Institutional Class | Other securities | — | — | $957K | 3.2% | |
| JP Morgan Core Bond R6 | Other securities | — | — | $947K | 3.2% | |
| Blackrock Lifepath Index 2055 | Other securities | — | — | $935K | 3.2% | |
| Nationwide WCM Focused Small Cap R6 | Other securities | — | — | $908K | 3.1% | |
| Metropolitan West Funds Intermediate Bond I | Other securities | — | — | $903K | 3.0% | |
| Blackrock Strategic Income Opps K | Other securities | — | — | $881K | 3.0% | |
| Blackrock Lifepath Index 2050 | Other securities | — | — | $874K | 2.9% | |
| Blackrock Lifepath Index 2065 | Other securities | — | — | $840K | 2.8% | |
| INVESCO STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $749K | 2.5% | |
| Fidelity Real Estate Index Fund | Other securities | — | — | $638K | 2.1% | |
| Vanguard Inflation-Protected Sec Fd Admiral | Other securities | — | — | $169K | 0.6% | |
| JP Morgan U.S. Govt Money Market Fund | Cash / Money Market | — | — | $11K | <0.1% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
