Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | ACTUARIAL | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANCO POPULAR DE PUERTO RICO | 66-0561870 | — | TRUSTEE | $47K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Bond Market Index | Other securities | 310,798.856 | $3.3M | $2.9M | 37.6% | |
| Vanguard 500 Index Fund | Other securities | 2,853.569 | $877K | $1.5M | 19.8% | |
| Dodge & Cox Income | Other securities | 79,523.778 | $1.1M | $985K | 12.6% | |
| Lord Abbett Short Duration Income | Other securities | 197,894.953 | $808K | $764K | 9.8% | |
| Vanguard Total International Bond Index | Other securities | 38,913.628 | $869K | $764K | 9.8% | |
| Mfs Research Intl Fund | Other securities | 19,003.047 | $367K | $442K | 5.6% | |
| JPMorgan US Sml Co-Sel | Common Stock | 16,638.743 | $284K | $300K | 3.8% | |
| Banco Popular de Puerto Rico | Other securities | — | $35K | $35K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | CONSULTING | $28K | — |
