Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL VIEW CAPITAL MANAGEMENT | — | WAUKESHA, WI | N/A | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AT RETIREMENT SERVICES | 83-3455979 | — | N/A | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| LT Trust Third-Party FDIC Insured Dep Acct | Common Collective Trusts | — | — | $792K | 20.7% | |
| State Street Global Advisors State Street Target Retirement 2040 K | Other securities | — | — | $710K | 18.6% | |
| State Street Global Advisors State Street Target Retirement 2035 K | Other securities | — | — | $399K | 10.4% | |
| State Street Global Advisors State Street Target Retirement 2045 K | Other securities | — | — | $376K | 9.8% | |
| State Street Global Advisors State Street Target Retirement 2030 K | Other securities | — | — | $336K | 8.8% | |
| Vanguard Growth Index Adm | Other securities | — | — | $219K | 5.7% | |
| State Street Global Advisors State Street Target Retirement 2025 K | Other securities | — | — | $200K | 5.2% | |
| State Street Global Advisors State Street Target Retirement K | Other securities | — | — | $194K | 5.1% | |
| State Street Global Advisors State Street Target Retirement 2050 K | Other securities | — | — | $150K | 3.9% | |
| iShares S&P 500 Index K | Other securities | — | — | $114K | 3.0% | |
| iShares Morningstar Mid-Cap Growth ETF | Other securities | — | — | $55K | 1.4% | |
| State Street Global Advisors State Street Target Retirement 2055 K | Other securities | — | — | $45K | 1.2% | |
| State Street Global Advisors State Street Small/Mid Cap Equity Idx | Other securities | — | — | $44K | 1.1% | |
| 99EN0CDG2 GrowStrong Managed Risk Moderate | Other securities | — | — | $37K | 1.0% | |
| State Street Global Advisors State Street Target Retirement 2060 K | Other securities | — | — | $33K | 0.9% | |
| Vanguard Small Cap Index Adm | Other securities | — | — | $28K | 0.7% | |
| Lord Abbett Funds Lord Abbett Developing Growth R6 ** 719 State Street Global Advisors SPDR® Portfolio Developed Wld ex-US ETF | Mutual Funds | — | — | $19K | 0.5% | |
| 99EN0CDF4 GrowStrong Managed Risk Growth | Other securities | — | — | $17K | 0.5% | |
| Vanguard Balanced Index Adm | Other securities | — | — | $17K | 0.5% | |
| 99EN0CDI8 GrowStrong Managed Risk Moderate Growth | Other securities | — | — | $12K | 0.3% | |
| Vanguard Intermediate Term Bond ETF | Other securities | — | — | $6K | 0.2% | |
| Vanguard Mid-Cap Value ETF | Other securities | — | — | $6K | 0.2% | |
| maturing through October 2027 | Other securities | — | — | $5K | 0.1% | |
| State Street Global Advisors SPDR® Portfolio Emerging Markets ETF | Other securities | — | — | $4K | 0.1% | |
| Vanguard High-Yield Corporate Adm | Other securities | — | — | $2K | <0.1% | |
| iShares iBoxx $ Invest Grade Corp Bnd ET | Common Stock | — | — | $2K | <0.1% | |
| Vanguard Short-Term Corp Bd Idx Admiral ** 153 Fidelity MSCI Real Estate ETF | Common Stock | — | — | $2K | <0.1% | |
| Vanguard Materials Index Adm | Other securities | — | — | $1K | <0.1% | |
| METLIFE GAC SERIES 25053 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $147 | <0.1% | |
| GROWSTRONG MANAGED RISK GROWTH JAX INC · EIN 84-1087636 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| GROWSTRONG MANAGED RISK MODERATE JAX INC · EIN 84-1087636 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| GROWSTRONG MANAGED RISK MODERATE GR JAX INC · EIN 84-1087636 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| GROWSTRONG MANAGED RISK CONSERVATIV JAX INC · EIN 84-1087636 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
