Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | — | WALTHAM, MA | NONE | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Calvert Growth Allocation A Calvert 0 | Other securities | — | — | $496K | 17.3% | |
| Harbor Capital Appreciation Inv Harbor 0 | Other securities | — | — | $350K | 12.2% | |
| Parnassus Core Equity Inv Parnassus 0 | Other securities | — | — | $323K | 11.3% | |
| Calvert Conservative Allocation Fund A Calvert 0 | Other securities | — | — | $294K | 10.2% | |
| Calamos International Growth A Calamos 0 417 Vanguard Cash Reserves Federal MM Adm Vanguard 0 | Cash / Money Market | — | — | $257K | 8.9% | |
| Franklin Growth Allocation R Franklin 0 | Other securities | — | — | $239K | 8.3% | |
| T. Rowe Price Total Eqty Mkt Index Inv T. Rowe Price 0 | Other securities | — | — | $159K | 5.5% | |
| State Street S&P 500 Index N State Street 0 | Other securities | — | — | $127K | 4.4% | |
| Columbia Income Builder R Columbia 0 | Other securities | — | — | $121K | 4.2% | |
| Impax High Yield Bond Inv Impax 0 544 PIMCO High Yield R PIMCO 0 930 Calvert Equity Fund A Calvert 0 | Other securities | — | — | $95K | 3.3% | |
| Neuberger Berman Sustainable Instl Neuberger Berman 0 | Other securities | — | — | $75K | 2.6% | |
| AMG Yacktman Focused N AMG 0 | Other securities | — | — | $65K | 2.3% | |
| Columbia Emerging Markets Bond A Columbia 0 | Other securities | — | — | $52K | 1.8% | |
| American Century One Choice 2050 American Century 0 | Other securities | — | — | $47K | 1.6% | |
| Neuberger Berman Genesis Fd Tr Neuberger Berman 0 | Other securities | — | — | $44K | 1.5% | |
| Invesco Developing Markets A Invesco 0 | Other securities | — | — | $37K | 1.3% | |
| American Century One Choice In Ret American Century 0 | Other securities | — | — | $24K | 0.8% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $23K | 0.8% | |
| Parnassus Fixed Income Fund Parnassus 0 | Other securities | — | — | $11K | 0.4% | |
| Impax Intl Sustainable Economy Inv Impax 0 | Other securities | — | — | $10K | 0.4% | |
| Northern International Equity Index Fund Northern 0 | Other securities | — | — | $9K | 0.3% | |
| American Century One Choice 2040 American Century 0 | Other securities | — | — | $9K | 0.3% | |
| American Century One Choice 2030 A American Century 0 | Other securities | — | — | $2K | <0.1% | |
| American Funds EuroPacific Gr R4 American Funds 0 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
