This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | 04-3046611 | — | 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| VOYA LARGE CAP GROWTH PORTFOLIO VOYA RETIREMENT INSURANCE CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $490K | 13.9% |
| T ROWE PRICE CAPTL APPREC VOYA RETIREMENT INSURANCE CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $442K | 12.6% |
| VOYA SOLUTION 2025 PORTFOLIO VOYA RETIREMENT INSURANCE CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $377K | 10.7% |
| VOYA SOLUTION 2035 PORTFOLIO VOYA RETIREMENT INSURANCE CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $271K | 7.7% |
| AMERICAN FUNDS GROWTH FND VOYA RETIREMENT INSURANCE CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $200K | 5.7% |
| VY RUSSELL MID CAP INDEX VOYA RETIREMENT INSURANCE CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $190K | 5.4% |
| VOYA FIXED ACCOUNT A VOYA RETIREMENT INSURANCE CO · EIN 71-0294708 / PN 000 | Common Collective Trust | $186K | 5.3% |
| AMERICAN FUNDS NW PRSPCTV VOYA RETIREMENT INSURANCE CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $166K | 4.7% |
| VOYA SOLUTION INCOME PORTFOLIO VOYA RETIREMENT INSURANCE CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $159K | 4.5% |
| VOYA SOLUTION 2045 PORTFOLIO VOYA RETIREMENT INSURANCE CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $155K | 4.4% |
| VOYA FIXED ACCOUNT VOYA RETIREMENT INSURANCE CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $130K | 3.7% |
| VIRTUS CRDX LC VI EQ FUND A VOYA RETIREMENT INSURANCE CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $94K | 2.7% |
| VOYA SMALL CAP OPPORTUNITIES VOYA RETIREMENT INSURANCE CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $90K | 2.5% |
| T ROWE PRICE MID CAP GROWTH VOYA RETIREMENT INSURANCE CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $77K | 2.2% |
| JP MORGAN MID CAP VALUE PORT VOYA RETIREMENT INSURANCE CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $58K | 1.6% |
| VOYA SOLUTION 2040 PORTFOLIO VOYA RETIREMENT INSURANCE CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $45K | 1.3% |
| VOYA INTERMEDIATE BOND CLASS 1 VOYA RETIREMENT INSURANCE CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $44K | 1.2% |
| FRANKLIN UTILITIES FUND R VOYA RETIREMENT INSURANCE CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $40K | 1.1% |
| VOYA INTERMEDIATE BOND FUND A VOYA RETIREMENT INSURANCE CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $38K | 1.1% |
| AMERICAN FUNDS EUROPACIFIC GROWTH VOYA RETIREMENT INSURANCE CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $38K | 1.1% |
| VOYA SOLUTION 2030 PORTFOLIO VOYA RETIREMENT INSURANCE CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $34K | 1.0% |
| INVESCO SMALL CAP VALUE FUND VOYA RETIREMENT INSURANCE CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $28K | 0.8% |
| VANGUARD VIF SMALL COMP GROWTH PORT VOYA RETIREMENT INSURANCE CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $25K | 0.7% |
| VOYA SOLUTION 2060 PORTFOLIO VOYA RETIREMENT INSURANCE CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $22K | 0.6% |
| PIONEER STRATEGIC INCOME FUND Y VOYA RETIREMENT INSURANCE CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $19K | 0.6% |
| VOYA MID CAP OPPORT PORT I VOYA RETIREMENT INSURANCE CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $10K | 0.3% |
| VOYA SOLUTION 2055 PORTFOLIO VOYA RETIREMENT INSURANCE CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $8K | 0.2% |
| VY CLARION REAL ESTATE PORTFOLIO VOYA RETIREMENT INSURANCE CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $7K | 0.2% |
| VOYA SOLUTION 2050 PORTFOLIO VOYA RETIREMENT INSURANCE CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $6K | 0.2% |
| VOYA HIGH YIELD PORTFOLIO VOYA RETIREMENT INSURANCE CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $6K | 0.2% |
| VOYA SOLUTION 2065 PORTFOLIO VOYA RETIREMENT INSURANCE CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $82 | <0.1% |
