Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $35K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BROKERAGELINK Self-directed brokerage accounts | Other securities | — | — | $3.0M | 15.2% | |
| VANG TOT STK MKT ADM Registered investment company | Other securities | — | — | $3.0M | 15.1% | |
| VANG TARGET RET 2040 Registered investment company | Other securities | — | — | $2.4M | 12.2% | |
| VANG TARGET RET 2035 Registered investment company | Other securities | — | — | $1.8M | 9.0% | |
| VANG TARGET RET 2030 Registered investment company | Other securities | — | — | $974K | 4.9% | |
| FID LG CAP GR IDX Registered investment company | Other securities | — | — | $965K | 4.9% | |
| VANG TARGET RET 2050 Registered investment company | Other securities | — | — | $926K | 4.7% | |
| VANG TARGET RET 2025 Registered investment company | Other securities | — | — | $858K | 4.3% | |
| VANG TARGET RET 2055 Registered investment company | Other securities | — | — | $777K | 3.9% | |
| VANG BAL INDEX ADM Registered investment company | Other securities | — | — | $574K | 2.9% | |
| VANG TARGET RET 2045 Registered investment company | Other securities | — | — | $488K | 2.5% | |
| VAN FTSE SOC IDX ADM Registered investment company | Other securities | — | — | $448K | 2.3% | |
| FID SMALL CAP GR K6 Registered investment company | Other securities | — | — | $378K | 1.9% | |
| VANG TARGET RET 2060 Registered investment company | Other securities | — | — | $320K | 1.6% | |
| VANG MDCPGR IDX ADM Registered investment company | Other securities | — | — | $316K | 1.6% | |
| VANG TARGET RET INC Registered investment company | Common Stock | — | — | $303K | 1.5% | |
| FID LG CAP VAL IDX Registered investment company | Other securities | — | — | $278K | 1.4% | |
| JPM CORE PLUS BND R6 Registered investment company | Other securities | — | — | $269K | 1.4% | |
| VANG TOT INTL STK AD Registered investment company | Other securities | — | — | $233K | 1.2% | |
| VICTORY S EST VAL R6 Registered investment company | Other securities | — | — | $227K | 1.1% | |
| VANG FINL INDEX ADM Registered investment company | Other securities | — | — | $195K | 1.0% | |
| VANG INTM BD IDX ADM Registered investment company | Other securities | — | — | $178K | 0.9% | |
| VANG SM CAP IDX ADM Registered investment company | Other securities | — | — | $154K | 0.8% | |
| VANG TARGET RET 2020 Registered investment company | Other securities | — | — | $127K | 0.6% | |
| VANG TARGET RET 2065 Registered investment company | Other securities | — | — | $86K | 0.4% | |
| FH IS HIGH YLD BD R6 Registered investment company | Other securities | — | — | $76K | 0.4% | |
| VANG UTIL IDX ADM Registered investment company | Other securities | — | — | $52K | 0.3% | |
| FID EMRG MKTS IDX Registered investment company | Other securities | — | — | $40K | 0.2% | |
| AF EUROPAC GROWTH R6 Registered investment company | Other securities | — | — | $40K | 0.2% | |
| VANG TREASURY MM Interest bearing cash | Cash / Money Market | — | — | $34K | 0.2% | |
| DFA GLOB REAL ESTATE Registered investment company | Other securities | — | — | $19K | <0.1% | |
| VG TL INTL BD IDX AD Registered investment company | Other securities | — | — | $13K | <0.1% | |
| PIONEER STRAT INC K Registered investment company | Common Stock | — | — | $9K | <0.1% | |
| VANG ENERGY IDX ADM Registered investment company | Other securities | — | — | $7K | <0.1% | |
| VANG SMCPVL IDX ADM Registered investment company | Other securities | — | — | $7K | <0.1% | |
| DFA INF PRT SEC PORT Registered investment company | Other securities | — | — | $2K | <0.1% | |
| AS GOVT SECS IS Registered investment company | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
