Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | NONE | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUSTMARK NATIONAL BANK | 64-0180810 | — | NONE | $12K | — |
| PROACCOUNT | 73-0988442 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vngrd Bal Indx Adml Mutual Fund | Other securities | — | — | $2.4M | 15.8% | |
| Vngrd Gr Indx Adml Mutual Fund | Other securities | — | — | $1.8M | 11.8% | |
| Vngrd Eq Inc Adml Mutual Fund | Common Stock | — | — | $1.5M | 10.0% | |
| Vngrd 500 Index Fd As Mutual Fund | Other securities | — | — | $841K | 5.6% | |
| Vngrd Trgt Rtrmt 2035 Inv Mutual Fund | Other securities | — | — | $700K | 4.7% | |
| Vngrd Trgt Rtrmt 2045 Inv Mutual Fund | Other securities | — | — | $671K | 4.5% | |
| Vngrd Trgt Rtrmt 2030 Inv Mutual Fund | Other securities | — | — | $657K | 4.4% | |
| Vngrd Mdcap Val Indx Adml Mutual Fund | Other securities | — | — | $505K | 3.4% | |
| Vngrd Wlsly Inc Adml Mutual Fund | Common Stock | — | — | $501K | 3.4% | |
| Vngrd Mdcap Gr Indx Adml Mutual Fund | Other securities | — | — | $477K | 3.2% | |
| Vngrd Trgt Rtrmt 2055 Inv Mutual Fund | Other securities | — | — | $427K | 2.9% | |
| Federated Prime Obligation Fund Money Market Fund | Cash / Money Market | — | — | $292K | 2.0% | |
| Participant Loans N/A | Participant loans | — | — | $261K | 1.7% | |
| Vngrd Trgt Rtrmt 2050 Inv Mutual Fund | Other securities | — | — | $252K | 1.7% | |
| Vngrd Trgt Rtrmt 2060 Inv Mutual Fund | Other securities | — | — | $186K | 1.2% | |
| Vngrd Trgt Rtrmt 2020 Inv Mutual Fund | Other securities | — | — | $185K | 1.2% | |
| Vngrd Emrg Mkt Stkindxadml Mutual Fund | Other securities | — | — | $179K | 1.2% | |
| Vngrd Infl Prtct Sec Adml Mutual Fund | Other securities | — | — | $125K | 0.8% | |
| Vngrd St Corp Bd Indx Adml Mutual Fund | Common Stock | — | — | $124K | 0.8% | |
| Vngrd Smcap Gr Indx Adml Mutual Fund | Other securities | — | — | $124K | 0.8% | |
| Jnhnck Intl Gr I Mutual Fund | Other securities | — | — | $119K | 0.8% | |
| Vngrd Mid-Cap Idx Fd As Mutual Fund | Other securities | — | — | $117K | 0.8% | |
| Vngrd Sm Cap Indx Fd As Mutual Fund | Other securities | — | — | $110K | 0.7% | |
| Vngrd Trgt Rtrmt 2065 Inv Mutual Fund | Other securities | — | — | $108K | 0.7% | |
| Fid 500 Indx Mutual Fund | Other securities | — | — | $90K | 0.6% | |
| Vngrd Intmdtrm Bd Indxadml Mutual Fund | Other securities | — | — | $87K | 0.6% | |
| Vngrd Trgt Rtrmt 2025 Inv Mutual Fund | Other securities | — | — | $78K | 0.5% | |
| Vngrd Devi Mkt Indx Adml Mutual Fund | Other securities | — | — | $77K | 0.5% | |
| Cohenstrs Realest Sec Z Mutual Fund | Other securities | — | — | $72K | 0.5% | |
| Fid Us Bd Indx Mutual Fund | Other securities | — | — | $69K | 0.5% | |
| Vngrd Hi Yid Corp Adml Mutual Fund | Common Stock | — | — | $62K | 0.4% | |
| Pgim Ttl Rtn Bd R6 Mutual Fund | Other securities | — | — | $60K | 0.4% | |
| Trowepr Gr Stk Mutual Fund | Other securities | — | — | $60K | 0.4% | |
| Dodgecox Intl Stk I Mutual Fund | Other securities | — | — | $58K | 0.4% | |
| Fid Intl Indx Mutual Fund | Other securities | — | — | $57K | 0.4% | |
| Gdmnscs Gqgptnrintloppr R6 Mutual Fund | Other securities | — | — | $56K | 0.4% | |
| Nw Loomis Allcap Gr R6 Mutual Fund | Other securities | — | — | $50K | 0.3% | |
| Jpm Eqinc R5 Mutual Fund | Other securities | — | — | $47K | 0.3% | |
| Jpm Lgcap Gr R6 Mutual Fund | Other securities | — | — | $47K | 0.3% | |
| Avnts Us Lgcap Val Inst Mutual Fund | Other securities | — | — | $46K | 0.3% | |
| Avantis Emerging Markets Equity Fund - Institutional Class Mutual Fund | Other securities | — | — | $46K | 0.3% | |
| Blkrk Hi Yld Bd Port K Mutual Fund | Other securities | — | — | $46K | 0.3% | |
| Pimco Real Rtn Inst Mutual Fund | Other securities | — | — | $41K | 0.3% | |
| lnvsco Enrgy R5 Mutual Fund | Other securities | — | — | $40K | 0.3% | |
| Vngrd Trgt Rtrmt Inc Mutual Fund | Common Stock | — | — | $36K | 0.2% | |
| Blkrk Comdty Strat Inst Mutual Fund | Other securities | — | — | $34K | 0.2% | |
| Blkrk Ttl Rtn K Mutual Fund | Other securities | — | — | $32K | 0.2% | |
| Dfa Us Trgt Val Inst Mutual Fund * 842 Diamond Hill Mdcap I Mutual Fund | Other securities | — | — | $28K | 0.2% | |
| Pmcpl Glbl Realest R6 Mutual Fund | Other securities | — | — | $27K | 0.2% | |
| Mfs Mdcap Gr R6 Mutual Fund | Other securities | — | — | $27K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $8K |
| — |
| BENEFIT PROFESSIONALS, INC | 63-0913824 | — | NONE | $4K | — |