Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Brokerage accounts Self-directed brokerage accounts a | Other securities | — | — | $14.2M | 34.0% | |
| American Funds American Funds Growth Fund of Amer R6 a | Other securities | — | — | $5.7M | 13.7% | |
| American Funds American Funds American Mutual R6 a | Other securities | — | — | $3.2M | 7.7% | |
| American Funds American Funds US Govt Money Market R6 a | Cash / Money Market | — | — | $2.7M | 6.5% | |
| American Funds American Funds 2020 Target Date Fund R6 a | Other securities | — | — | $2.0M | 4.7% | |
| American Funds American Funds 2025 Target Date Fund R6 a | Other securities | — | — | $1.8M | 4.4% | |
| MFS Mid Cap Value R6 a | Other securities | — | — | $1.3M | 3.2% | |
| American Funds American Funds 2030 Target Date Fund R6 a | Other securities | — | — | $1.3M | 3.1% | |
| American Funds American Funds 2040 Target Date Fund R6 a | Other securities | — | — | $1.2M | 2.8% | |
| American Funds American Funds 2050 Target Date Fund R6 a | Other securities | — | — | $1.1M | 2.6% | |
| American Funds American Century Heritage R6 a | Other securities | — | — | $1.1M | 2.6% | |
| American Funds American Funds EuroPacific Gr R6 a | Other securities | — | — | $915K | 2.2% | |
| Vanguard Small Cap Growth Index Admiral a | Other securities | — | — | $896K | 2.1% | |
| American Funds American Funds 2045 Target Date Fund R6 a | Other securities | — | — | $835K | 2.0% | |
| American Funds American Funds 2035 Target Date Fund R6 a | Other securities | — | — | $584K | 1.4% | |
| Vanguard Small Cap Value Index Admiral a | Other securities | — | — | $444K | 1.1% | |
| American Funds American Funds 2060 Target Date Fund R6 a | Other securities | — | — | $317K | 0.8% | |
| American Funds American Funds New World R6 a | Other securities | — | — | $269K | 0.6% | |
| American Funds American Funds Capital Inc Bldr R6 a | Common Stock | — | — | $240K | 0.6% | |
| Vanguard Interm-Term Bond Index Adm a | Other securities | — | — | $157K | 0.4% | |
| American Funds American Funds 2055 Target Date Fund R6 a | Other securities | — | — | $153K | 0.4% | |
| American Funds American Funds 2065 Target Date Fund R6 a | Other securities | — | — | $102K | 0.2% | |
| American Funds American Funds 2010 Target Date Fund R6 a | Other securities | — | — | $100K | 0.2% | |
| American Funds American Funds Capital World G/I R6 a | Other securities | — | — | $77K | 0.2% | |
| DFA International Value I a | Other securities | — | — | $69K | 0.2% | |
| BHK Securities Interest bearing cash a | Cash / Money Market | — | — | $55K | 0.1% | |
| Janus Henderson Janus Henderson Flexible Bond N a | Other securities | — | — | $30K | <0.1% | |
| American Funds American Funds 2015 Target Date Fund R6 a | Other securities | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
