Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EXCHANGE BANK | 68-0301626 | — | NONE | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retire Inc Mutual Fund N/A | Common Stock | — | — | $7.9M | 23.2% | |
| FIDELITY 500 INDEX Mutual Fund N/A | Other securities | — | — | $3.0M | 8.8% | |
| VANGUARD TOTAL STOCK MKT INDEX Mutual Fund N/A | Other securities | — | — | $2.9M | 8.6% | |
| VANGUARD TARGET RETIRE 2050 Mutual Fund N/A | Other securities | — | — | $2.4M | 7.0% | |
| VANGUARD TARGET RETIRE 2025 Mutual Fund N/A | Other securities | — | — | $2.2M | 6.5% | |
| VANGUARD TARGET RETIRE 2040 Mutual Fund N/A | Other securities | — | — | $1.9M | 5.7% | |
| VANGUARD TARGET RETIRE 2035 Mutual Fund N/A | Other securities | — | — | $1.4M | 4.0% | |
| VANGUARD SMALL CAP INDEX Mutual Fund N/A | Other securities | — | — | $1.3M | 3.8% | |
| VANGUARD TOTAL BOND MKT INDEX Mutual Fund N/A | Other securities | — | — | $1.2M | 3.6% | |
| DFA Intl Core Equity 2 Port Mutual Fund N/A | Other securities | — | — | $970K | 2.8% | |
| VANGUARD TARGET RETIRE 2030 Mutual Fund N/A | Other securities | — | — | $969K | 2.8% | |
| Fed Hermes Cash Obligations Money Market Account N/A | Cash / Money Market | — | — | $929K | 2.7% | |
| VANGUARD MID CAP INDEX Mutual Fund N/A | Other securities | — | — | $782K | 2.3% | |
| DFA US SUSTAINABILITY CORE 1 Mutual Fund N/A | Other securities | — | — | $725K | 2.1% | |
| AMERICAN FD WASHINGTON MUTUAL Fund N/A | Other securities | — | — | $590K | 1.7% | |
| VANGUARD REAL ESTATE INDEX Mutual Fund N/A | Other securities | — | — | $585K | 1.7% | |
| DFA Emerg Mkts Core Eq 2 Port Mutual Fund N/A | Other securities | — | — | $579K | 1.7% | |
| Participant loans - Interest at 4.25% - 9.50% | Bonds / Notes | — | — | $569K | 1.7% | |
| VANGUARD US GROWTH Mutual Fund N/A | Other securities | — | — | $556K | 1.6% | |
| AMERICAN FDS EUROPACIFIC GRWTH Mutual Fund N/A | Other securities | — | — | $541K | 1.6% | |
| VANGUARD HIGH YIELD CORPORATE Mutual Fund N/A | Other securities | — | — | $399K | 1.2% | |
| VANGUARD TARGET RETIREMNT 2055 Mutual Fund N/A | Other securities | — | — | $322K | 0.9% | |
| VANGUARD TARGET RETIRE 2045 Mutual Fund N/A | Other securities | — | — | $288K | 0.8% | |
| VANGUARD TARGET RETIREMNT 2065 Mutual Fund N/A | Other securities | — | — | $273K | 0.8% | |
| VANGUARD TARGET RETIREMNT 2060 Mutual Fund N/A | Other securities | — | — | $241K | 0.7% | |
| VANGUARD TARGET RETIRE 2020 Mutual Fund N/A | Other securities | — | — | $171K | 0.5% | |
| DFA FIVE-YEAR GLOBAL FIXED INC Mutual Fund N/A | Common Stock | — | — | $154K | 0.5% | |
| Standard Guaranteed Fixed Int Guaranteed Insurance Contract N/A | Other securities | — | — | $151K | 0.4% | |
| DFA INTL SUSTAINABILITY CORE Mutual Fund N/A | Other securities | — | — | $93K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
