Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $1.3M | 15.7% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 13.5% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $1.1M | 12.5% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $669K | 7.9% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $659K | 7.8% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $572K | 6.8% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $562K | 6.7% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $373K | 4.4% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $289K | 3.4% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $250K | 3.0% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $213K | 2.5% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $145K | 1.7% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $134K | 1.6% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $132K | 1.6% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $110K | 1.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $107K | 1.3% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $100K | 1.2% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $97K | 1.1% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $68K | 0.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $68K | 0.8% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $62K | 0.7% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $53K | 0.6% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $38K | 0.5% | |
| AB SMALL CAP GROWTH PORT Z 374 REGISTERED INVESTMENT COMPANY VANGUARD ENERGY INDEX FUND ADM | Registered Investment Companies | — | — | $33K | 0.4% | |
| PGIM HIGH YIELD FUND R6 134 REGISTERED INVESTMENT COMPANY VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $30K | 0.4% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $29K | 0.3% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $20K | 0.2% | |
| VANGUARD FTSE SOCIAL INDEX ADM | Registered Investment Companies | — | — | $17K | 0.2% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $15K | 0.2% | |
| VANGUARD FINANCIALS INDEX ADM | Registered Investment Companies | — | — | $11K | 0.1% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $11K | 0.1% | |
| VANGUARD HEALTH CARE INDEX ADM | Registered Investment Companies | — | — | $10K | 0.1% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $9K | 0.1% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
