Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 45-3008106 | — | RETAINED BY EMPLOYER | $114K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NYLIFE SECURITIES LLC | 27-0145686 | — | RETAINED BY EMPLOYER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fd Admiral | Other securities | — | — | $13.6M | 23.3% | |
| NEW YORK LIFE ANCHOR ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $9.9M | 16.8% | |
| Vanguard Growth Index Fd Adm | Other securities | — | — | $8.4M | 14.4% | |
| Vanguard MidCap Grwth Ind Adm | Other securities | — | — | $3.8M | 6.6% | |
| American Funds The Investment Company of America, R6 | Other securities | — | — | $2.4M | 4.0% | |
| Vanguard Value Index Fd Adm | Other securities | — | — | $2.2M | 3.8% | |
| Vanguard Target Ret 2030 Fund | Other securities | — | — | $2.0M | 3.4% | |
| Vanguard Small Growth Adml | Other securities | — | — | $1.8M | 3.0% | |
| Vanguard Target Ret 2050 Fund | Other securities | — | — | $1.4M | 2.5% | |
| Vanguard Balanced Index Ad | Other securities | — | — | $1.2M | 2.1% | |
| Vanguard Target Ret 2025 Fund | Other securities | — | — | $1.1M | 1.9% | |
| Vanguard Mid-Cap Val Index Adm | Other securities | — | — | $1.1M | 1.9% | |
| Vanguard Target Ret 2035 Fund | Other securities | — | — | $1.0M | 1.7% | |
| Vanguard Target Ret Income Fd | Other securities | — | — | $976K | 1.7% | |
| Vanguard Target Ret 2040 Fund | Other securities | — | — | $970K | 1.7% | |
| Vanguard Target Ret 2045 Fund | Other securities | — | — | $854K | 1.5% | |
| Vanguard Sm Cap Val Ind (Adm) | Other securities | — | — | $762K | 1.3% | |
| Vanguard Ttl Bd Mkt Ind Adm | Other securities | — | — | $700K | 1.2% | |
| DFA Comm Strat Port Inst | Other securities | — | — | $657K | 1.1% | |
| Voya Intermediate Bond R6 | Other securities | — | — | $607K | 1.0% | |
| Vanguard Dev Mrkts Indx Adm | Other securities | — | — | $584K | 1.0% | |
| Vanguard Target Ret 2060 Fund | Other securities | — | — | $385K | 0.7% | |
| Vanguard Emrg Mkts Stk Idx Ad | Other securities | — | — | $367K | 0.6% | |
| Cohen and Steers Cohen & Steers Inst Realty | Other securities | — | — | $307K | 0.5% | |
| Vanguard Target Ret 2020 Fund | Other securities | — | — | $299K | 0.5% | |
| DFA Intl Sm Company Prt Cl I | Other securities | — | — | $299K | 0.5% | |
| Vanguard Inf-Prot Secs Admiral | Other securities | — | — | $237K | 0.4% | |
| Vanguard High Yield Corp Adml | Common Stock | — | — | $235K | 0.4% | |
| Vanguard International Value | Other securities | — | — | $189K | 0.3% | |
| Vanguard Target Ret 2055 Fund | Other securities | — | — | $132K | 0.2% | |
| American Funds American EuroPacific Growth R6 | Other securities | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.