Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2035 Fund R6 Class Mutual Fund | Other securities | — | — | $515K | 26.9% | |
| Nuveen Lifecycle Index 2055 Fund R6 Class Mutual Fund | Other securities | — | — | $211K | 11.0% | |
| Nuveen Lifecycle Index 2040 Fund R6 Class Mutual Fund | Other securities | — | — | $175K | 9.1% | |
| Schwab S&P 500 Index Fund Mutual Fund | Other securities | — | — | $175K | 9.1% | |
| Nuveen Lifecycle Index 2010 Fund R6 Class Mutual Fund ** ‐ Nuveen Lifecycle Index 2060 Fund R6 Class Mutual Fund | Other securities | — | — | $143K | 7.5% | |
| Nuveen Lifecycle Index 2045 Fund R6 Class Mutual Fund | Other securities | — | — | $135K | 7.1% | |
| Nuveen Lifecycle Index 2050 Fund R6 Class Mutual Fund | Other securities | — | — | $132K | 6.9% | |
| Nuveen Lifecycle Index 2025 Fund R6 Class Mutual Fund | Other securities | — | — | $108K | 5.6% | |
| Federated Hermes U.S. Treasury Cash Reserves Fund ‐ Inst'l Shrs Mutual Fund | Cash / Money Market | — | — | $63K | 3.3% | |
| Nuveen Lifecycle Index 2030 Fund R6 Class Mutual Fund | Other securities | — | — | $49K | 2.6% | |
| Vanguard Growth and Income Fund Admiral Shares Mutual Fund | Other securities | — | — | $32K | 1.7% | |
| Participant Loans through 2028 | Participant loans | — | — | $31K | 1.6% | |
| DFA International Small Cap Growth Portfolio Mutual Fund ** 683 American Funds EuroPacific Growth Fund Class R‐6 Mutual Fund ** ‐ MFS International Growth Fund Class R6 Mutual Fund | Other securities | — | — | $30K | 1.6% | |
| MFS Massachusetts Investors Growth Stock Fund Class R6 Mutual Fund | Other securities | — | — | $28K | 1.5% | |
| Schwab Treasury Inflation Protected Securities Index Fund Mutual Fund | U.S. Treasuries | — | — | $20K | 1.1% | |
| Vanguard Explorer Fund Admiral Shares Mutual Fund | Other securities | — | — | $17K | 0.9% | |
| Vanguard Mid‐Cap Index Fund Admiral Shares Mutual Fund | Other securities | — | — | $12K | 0.6% | |
| Fidelity Small Cap Index Fund Mutual Fund | Other securities | — | — | $11K | 0.5% | |
| Voya Intermediate Bond Fund Class I Mutual Fund | Other securities | — | — | $8K | 0.4% | |
| Vanguard Short‐Term Federal Fund Admiral Shares Mutual Fund | Other securities | — | — | $6K | 0.3% | |
| Goldman Sachs Small Cap Value Insights Fund Inst'l Class Mutual Fund ** 549 Macquarie Mid Cap Growth Fund Class R6 Mutual Fund | Other securities | — | — | $4K | 0.2% | |
| Empower U.S. Government Securities Fund Institutional Class Mutual Fund | Other securities | — | — | $2K | 0.1% | |
| Vanguard Equity‐Income Fund Admiral Shares Mutual Fund | Other securities | — | — | $2K | 0.1% | |
| PGIM High Yield Fund‐ Class R6 Mutual Fund | Other securities | — | — | $2K | 0.1% | |
| American Century Emerging Markets Fund R6 Class Mutual Fund ** ‐ DFA International Core Equity Portfolio Institutional Class Mutual Fund | Other securities | — | — | $1K | <0.1% | |
| DFA Emerging Markets Portfolio Institutional Class Mutual Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
