Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $321K | 21.3% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $194K | 12.8% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $189K | 12.5% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $165K | 11.0% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $135K | 9.0% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $126K | 8.3% | |
| Vanguard Target Retire 2065 | Mutual Funds | — | — | $111K | 7.4% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $111K | 7.4% | |
| Jpmorgan Large Cap Grow-R6 | Mutual Funds | — | — | $51K | 3.4% | |
| Vanguard Target Retirement 2070 inv | Mutual Funds | — | — | $24K | 1.6% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $21K | 1.4% | |
| Cash & Equiv Cash | Cash / Money Market | — | — | $12K | 0.8% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $11K | 0.7% | |
| Vanguard 500 Index Fund | Mutual Funds | — | — | $8K | 0.6% | |
| American Mutual Funds- R6 | Mutual Funds | — | — | $8K | 0.5% | |
| International Growth and Income Fun 443 Mutual Fund Vanguard Target retirement Incme In | Mutual Funds | — | — | $8K | 0.5% | |
| Fixed Income Jpmorgan Short Duration Core Plus F 864 Fixed Income Amer Fund Bond of Am-R6 | Other securities | — | — | $7K | 0.4% | |
| Columbia Fds Ser Tr Small Cap Idx I | Mutual Funds | — | — | $5K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
