Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | $196K | $223K | 17.6% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | $170K | $184K | 14.5% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | $161K | $176K | 13.9% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | $148K | $156K | 12.3% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | $152K | $142K | 11.2% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | $93K | $105K | 8.3% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | $90K | $101K | 8.0% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | $66K | $75K | 5.9% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | $43K | $42K | 3.3% | |
| Cash & Equiv BPPR Bank Deposit Open Account | Cash / Money Market | — | $25K | $25K | 1.9% | |
| Money Market Fund Vanguard Federal Money Market | Cash / Money Market | — | $15K | $15K | 1.2% | |
| Cash BPPR Deposit Account | Cash / Money Market | — | $15K | $15K | 1.2% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | $9K | $10K | 0.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
