Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group, Inc. Vanguard Balance Index Fund Admiral N/R | Common Stock | — | — | $6.7M | 23.3% | |
| Shares The Vanguard Group, Inc. Vanguard Growth Index Fund Admiral N/R | Common Stock | — | — | $3.6M | 12.7% | |
| J.P. Morgan Asset Management JP Morgan Core Bond Fund N/R | Other securities | — | — | $3.3M | 11.7% | |
| Admiral Shares The Vanguard Group, Inc. Vanguard Windsor II Admiral Shares N/R | Common Stock | — | — | $2.8M | 9.8% | |
| Dimensional Fund Advisors DFA US Large Company Portfolio N/R | Other securities | — | — | $2.2M | 7.7% | |
| Capital Group American Funds High Income Trust N/R | Common Stock | — | — | $1.5M | 5.4% | |
| Capital Group American Funds EuroPacific Growth N/R | Mutual Funds | — | — | $1.5M | 5.3% | |
| STABLE VALUE FUND UNION BOND & TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.4M | 4.9% | |
| Fund Capital Group American Funds New World N/R | Common Stock | — | — | $1.3M | 4.7% | |
| Dimensional Fund Advisors DFA US Targeted Value Portfolio N/R | Other securities | — | — | $954K | 3.3% | |
| Shares The Vanguard Group, Inc. Vanguard Small Cap Growth Index N/R | Common Stock | — | — | $950K | 3.3% | |
| Delaware Investments Delaware Ivy Mid Cap Growth Fund N/R | Other securities | — | — | $660K | 2.3% | |
| Shares The Vanguard Group, Inc. Vanguard Mid Cap Value Index Fund N/R | Common Stock | — | — | $645K | 2.3% | |
| The Vanguard Group, Inc. Vanguard REIT Index Fund Admiral N/R | Common Stock | — | — | $495K | 1.7% | |
| BlackRock Advisors, LLC Blackrock Strategic Global Bond K N/R | Other securities | — | — | $336K | 1.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
