Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| and Money Market Mutual Funds American Funds Investment Company of America R3 572 | Mutual Funds | — | — | $33K | 10.8% | |
| American Funds 2050 Target Date Retirement R3 | Other securities | — | $1K | $26K | 8.5% | |
| American Funds American Balanced R3 648 | Other securities | — | — | $22K | 7.3% | |
| American Funds 2055 Target Date Retirement R3 832 | Other securities | — | — | $21K | 7.1% | |
| Franklin DynaTech R 126 | Other securities | — | — | $21K | 6.9% | |
| Goldman Sachs Small/Mid Cap Growth R 888 | Other securities | — | — | $17K | 5.6% | |
| BlackRock Health Sciences Opportunities Portfolio Class R 273 | Other securities | — | — | $16K | 5.4% | |
| American Funds 2025 Target Date Retirement R3 949 | Other securities | — | — | $14K | 4.7% | |
| American Funds 2030 Target Date Retirement R3 799 | Other securities | — | — | $14K | 4.5% | |
| Janus Henderson Triton R 570 | Other securities | — | — | $13K | 4.3% | |
| American Funds 2060 Target Date Retirement R3 702 | Other securities | — | — | $12K | 4.1% | |
| Neuberger Berman Small Cap Growth R3 250 | Other securities | — | — | $12K | 4.0% | |
| Fidelity Advisor Biotechnology M 455 | Other securities | — | — | $11K | 3.7% | |
| American Funds 2035 Target Date Retirement R3 598 | Other securities | — | — | $11K | 3.7% | |
| The Hartford MidCap R3 371 | Other securities | — | — | $11K | 3.6% | |
| Victory Sycamore Small Company Opportunity R 261 | Other securities | — | — | $11K | 3.6% | |
| American Funds 2040 Target Date Retirement R3 303 | Other securities | — | — | $6K | 2.0% | |
| Eaton Vance Atlanta Capital S Mid-Cap R 95 | Other securities | — | — | $3K | 1.0% | |
| Federated Hermes Kaufmann Large Cap Fund Class R Shares 206 | Other securities | — | — | $3K | 0.9% | |
| Federated Hermes Max-Cap Index R 359 | Other securities | — | — | $3K | 0.9% | |
| Victory Sycamore Established Value R 54 | Other securities | — | — | $2K | 0.8% | |
| American Funds New Perspective R3 40 | Other securities | — | — | $2K | 0.8% | |
| American Funds 2045 Target Date Retirement R3 110 | Other securities | — | — | $2K | 0.7% | |
| American Funds New World R3 26 | Other securities | — | — | $2K | 0.6% | |
| American Funds The Bond Fund of America R3 158 | Other securities | — | — | $2K | 0.6% | |
| American Funds 2020 Target Date Retirement R3 118 | Other securities | — | — | $2K | 0.5% | |
| BlackRock High Yield Portfolio R 191 | Other securities | — | — | $1K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
