Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRIAD ADVISORS | 65-0173164 | — | NONE | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Johnny's Pizza House, Inc. Common stock; Par value of $10 per share | Common Stock | — | — | $39.2M | 97.0% | |
| US Treasury Bills 1/30/2025 US Government Securities | U.S. Treasuries | — | $249K | $249K | 0.6% | |
| FPA Mutual Fund: New Income Fund | Other securities | — | $137K | $139K | 0.3% | |
| U.S. Treasury Bills 2/4/2025 | Other securities | — | $110K | $110K | 0.3% | |
| JP Morgan Equity Income Select Mutual Funds | Other securities | — | $44K | $51K | 0.1% | |
| American Funds Mutual Fund: American Mutual Fund Cl F2 | Other securities | — | $36K | $45K | 0.1% | |
| American Funds Mutual Fund: Capital World Gr & Income Cl F2 | Mutual Funds | — | $37K | $43K | 0.1% | |
| American Funds Mutual Fund: Investment Co of America | Common Stock | — | $31K | $36K | <0.1% | |
| Principal Mutual Fund: Blue Chip | Other securities | — | $28K | $34K | <0.1% | |
| Fidelity Mutual Fund: Contrafund | Other securities | — | $24K | $32K | <0.1% | |
| Principal Mutual Fund: Mid Cap Institutional | Other securities | — | $23K | $32K | <0.1% | |
| American Funds Mutual Fund: American New Perspective Fund Cl F2 | Other securities | — | $25K | $30K | <0.1% | |
| Money Market Funds Federated Treaury Obligations Money Mkt Fund | Cash / Money Market | — | $29K | $29K | <0.1% | |
| Federated Gvt Cash Reserves Federated Treasury | Cash / Money Market | — | $29K | $29K | <0.1% | |
| MFS Mutual Fund: Value Fund Class I | Other securities | — | $28K | $28K | <0.1% | |
| Fidelity Mutual Fund: Low-Priced Stock Fund | Other securities | — | $19K | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
