Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. | 43-1451524 | — | CONSULTANT | $11K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $512K | 25.8% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $305K | 15.4% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $298K | 15.0% | |
| AMERICAN FUNDS NEW WORLD R6 141 REGISTERED INVESTMENT COMPANY PRN SM CP S&P 600 IND INST 322 REGISTERED INVESTMENT COMPANY MFS GLOBAL TOTAL RETURN R6 | Registered Investment Companies | — | — | $172K | 8.7% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $160K | 8.1% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $152K | 7.7% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $90K | 4.5% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $73K | 3.7% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $37K | 1.8% | |
| PRINCIPAL LGE CP S&P 500 INST | Registered Investment Companies | — | — | $23K | 1.1% | |
| NUVEEN LC INDEX 2065 R6 | Registered Investment Companies | — | — | $22K | 1.1% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $15K | 0.8% | |
| NUVEEN LC INDEX 2015 R6 | Registered Investment Companies | — | — | $15K | 0.7% | |
| COLUMBIA OVERSEAS VALUE I3 163 REGISTERED INVESTMENT COMPANY PRINCIPAL MC S&P 400 IDX I | Registered Investment Companies | — | — | $14K | 0.7% | |
| GS INTL EQ INSIGHTS R6 | Registered Investment Companies | — | — | $13K | 0.7% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $11K | 0.6% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $11K | 0.6% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $11K | 0.5% | |
| FIDELITY SUSTAINABILITY BD IDX 783 REGISTERED INVESTMENT COMPANY JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $6K | 0.3% | |
| UNDISC MGRS BEHAVIORAL VAL R6 197 REGISTERED INVESTMENT COMPANY NUVEEN QUANT SM CAP EQ R6 | Registered Investment Companies | — | — | $6K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
