Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | SERVICE PROVIDER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Voya Index Solution 2035 Port Mutual Funds | Other securities | — | — | $1.8M | 16.1% | |
| Fidelity 500 Index Fund Mutual Funds | Other securities | — | — | $1.5M | 12.8% | |
| Voya Index Solution 2045 Port Mutual Funds | Other securities | — | — | $1.3M | 11.6% | |
| Voya Fixed Account Guaranteed Investment Contracts | Stable Value | — | — | $1.3M | 10.9% | |
| Voya Fixed Account Insurance Company General Account | Other securities | — | — | $861K | 7.5% | |
| Voya Index Solution 2030 Port Mutual Funds | Other securities | — | — | $859K | 7.5% | |
| JPMorgan LgCp Grw Fd Mutual Funds | Other securities | — | — | $727K | 6.4% | |
| Fidelity Mid Cap Idx Fd Mutual Funds | Other securities | — | — | $653K | 5.7% | |
| AmCen Mid Cap Value Fund Mutual Funds | Other securities | — | — | $447K | 3.9% | |
| Voya Fixed Account (4450) Insurance Company General Account | Other securities | — | — | $389K | 3.4% | |
| Pimco Income Fund Ins Mutual Funds | Other securities | — | — | $352K | 3.1% | |
| (Held at End of Year) SIERRATHERMAL, INC. 401(K) PLAN EIN#77-0328679 Plan# 001 * Voya Index Solution 2040 P Z Registered Investment Company | Common Stock | — | — | $289K | 2.5% | |
| Fidelity Sm Cp Ind Fd Mutual Funds | Other securities | — | — | $257K | 2.3% | |
| Putnam Lg Cp Cal Fd Mutual Funds | Other securities | — | — | $253K | 2.2% | |
| Putnam Lrg Cp Val Fd - Cl R6 Registered Investment Company | Other securities | — | — | $253K | 2.2% | |
| Carillon Eagle Mid Cap Grw Mutual Funds | Other securities | — | — | $197K | 1.7% | |
| Fid US Bd Id Fd Mutual Funds | Other securities | — | — | $169K | 1.5% | |
| Fidelity Intl Index Fd Mutual Funds | Other securities | — | — | $161K | 1.4% | |
| Voya Index Solution 2025 Port Mutual Funds | Other securities | — | — | $152K | 1.3% | |
| Voya Index Solution 2050 Port Mutual Funds | Other securities | — | — | $150K | 1.3% | |
| Janus Hndr Triton Fd Mutual Funds | Other securities | — | — | $147K | 1.3% | |
| Voya Index Solution 2055 Port Mutual Funds | Other securities | — | — | $130K | 1.1% | |
| DFA US Small Cap VI Port Ins Mutual Funds | Other securities | — | — | $123K | 1.1% | |
| Participant loans 14 loans; 3.25 - 8.50% | Bonds / Notes | — | — | $89K | 0.8% | |
| Voya Index Solution 2060 Port Mutual Funds | Other securities | — | — | $82K | 0.7% | |
| Fidelity Total Bond Mutual Funds | Other securities | — | — | $82K | 0.7% | |
| Franklin Real Estate Sec Mutual Funds | Other securities | — | — | $74K | 0.7% | |
| Voya Index Solution Inc Port Mutual Funds | Common Stock | — | — | $48K | 0.4% | |
| Pioneer Balanced ESG Fund K Registered Investment Company | Other securities | — | — | $47K | 0.4% | |
| Voya Gov Money Market Port Mutual Funds | Cash / Money Market | — | — | $27K | 0.2% | |
| Voya Index Solution 2065 Port Mutual Funds | Other securities | — | — | $20K | 0.2% | |
| Voya Gov Money Market Fund (Hld Acct) Mutual Funds | Cash / Money Market | — | — | $3K | <0.1% | |
| VOYA RETIREMENT INSURANCE & ANNUITY MAP CONTACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
