Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PIMCO Long Duration Total Return Fund Mutual fund, 307,229 shares | Mutual Funds | — | $2.9M | $2.1M | 32.1% | |
| Vanguard 500 Index Fund Mutual fund, 2,597 shares | Common Collective Trusts | — | $569K | $1.4M | 21.1% | |
| Vanguard Long Term Investment Grade Fund Mutual fund, 113,365 shares | Mutual Funds | — | $1.1M | $854K | 12.8% | |
| Vanguard Mid-Cap Index Fund Mutual fund, 1,283 shares | Common Collective Trusts | — | $322K | $419K | 6.3% | |
| MFS Research International Fund Mutual fund, 17,173 shares | Mutual Funds | — | $316K | $400K | 6.0% | |
| American Funds New World Fund Mutual fund, 4,791 shares | Mutual Funds | — | $343K | $368K | 5.5% | |
| Lord Abett Short Duration Income Fund Mutual fund, 56 shares 217 MFS Emerging Market Debt Fund Mutual fund, 28,942 shares | Mutual Funds | — | $400K | $346K | 5.2% | |
| JP Morgan US Small Company fund Mutual fund, 16,157 shares | Common Stocks | — | $278K | $291K | 4.4% | |
| Vanguard Real Estate Index Fund Mutual fund, 1,972 shares | Common Collective Trusts | — | $225K | $249K | 3.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
