Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | NONE | $29K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Balanced Index Fund Mutual funds | Other securities | — | — | $1.2M | 26.6% | |
| Nuveen Lifecycle Index 2065 R6 Mutual funds | Other securities | — | — | $457K | 10.5% | |
| Schwab S&P 500 Index Mutual funds | Other securities | — | — | $341K | 7.8% | |
| Nuveen Lifecycle Index 2055 R6 Mutual funds | Other securities | — | — | $282K | 6.5% | |
| ClearBridge Select Fund Mutual funds | Other securities | — | — | $211K | 4.8% | |
| ClearBridge Appreciation A Mutual funds | Other securities | — | — | $200K | 4.6% | |
| Franklin Growth A Mutual funds | Other securities | — | — | $186K | 4.3% | |
| Nuveen Lifecycle Index 2025 R6 Mutual funds | Other securities | — | — | $168K | 3.8% | |
| Nuveen Lifecycle Index 2050 R6 Mutual funds | Other securities | — | — | $131K | 3.0% | |
| Nuveen Lifecycle Index 2040 R6 Mutual funds | Other securities | — | — | $121K | 2.8% | |
| Nuveen Lifecycle Index 2045 R6 Mutual funds | Other securities | — | — | $118K | 2.7% | |
| Victory Pioneer R6 Mutual funds | Other securities | — | — | $113K | 2.6% | |
| Nuveen Lifecycle Index 2030 R6 Mutual funds | Other securities | — | — | $99K | 2.3% | |
| Nuveen Lifecycle Index 2060 R6 Mutual funds | Other securities | — | — | $78K | 1.8% | |
| Nuveen Lifecycle Index 2035 R6 Mutual funds | Other securities | — | — | $77K | 1.8% | |
| Federated Hermes Total Return Bond Svc Mutual funds | Other securities | — | — | $77K | 1.8% | |
| Participant loans Interest rates from 8.80% to 9.50% | Bonds / Notes | — | — | $65K | 1.5% | |
| ClearBridge Mid Cap A Mutual funds | Other securities | — | — | $60K | 1.4% | |
| Nuveen Large Capital Growth Index R6 Mutual funds | Other securities | — | — | $43K | 1.0% | |
| Shelton Nasdaq-100 Index Investor Mutual funds | Other securities | — | — | $43K | 1.0% | |
| Franklin Equity Income A Mutual funds | Other securities | — | — | $42K | 1.0% | |
| American Funds New Perspective R6 Mutual funds | Other securities | — | — | $36K | 0.8% | |
| ClearBridge International Growth Fund Mutual funds | Other securities | — | — | $31K | 0.7% | |
| Neuberger Berman Large Cap Value Fund Mutual funds | Other securities | — | — | $27K | 0.6% | |
| T. Rowe Price International Stock Mutual funds | Other securities | — | — | $23K | 0.5% | |
| Fidelity Small Cap Index Mutual funds | Other securities | — | — | $22K | 0.5% | |
| Vanguard Mid-Cap Index Fund Admiral Mutual funds | Other securities | — | — | $21K | 0.5% | |
| PIMCO Investment Grade Credit Bond Institutional Mutual funds | U.S. Treasuries | — | — | $20K | 0.5% | |
| Nuveen Lifecycle Index 2015 R6 Mutual funds | Other securities | — | — | $19K | 0.4% | |
| Frank Rising Dividends A Mutual funds | Other securities | — | — | $14K | 0.3% | |
| Cuna Mutual (CMFG) Stable Value Fully benefit-responsive investment contract | Other securities | — | — | $13K | 0.3% | |
| MFS Mid Cap Growth R6 Mutual funds | Other securities | — | — | $13K | 0.3% | |
| iShares MSCI EAFE Intl Idx K Mutual funds | Other securities | — | — | $8K | 0.2% | |
| PGIM High Yield R6 Mutual funds | Other securities | — | — | $8K | 0.2% | |
| DFA Emerging Markets Core Equity 2 I Mutual funds | Other securities | — | — | $8K | 0.2% | |
| Allspring Special Mid Cap Vaule R6 Mutual funds | Other securities | — | — | $7K | 0.2% | |
| AB Small Cap Growth I Mutual funds | Other securities | — | — | $7K | 0.2% | |
| DFA US Large Cap Value I Mutual funds | Other securities | — | — | $4K | <0.1% | |
| BlackRock Mortgage-Backed Secs K Mutual funds | Other securities | — | — | $4K | <0.1% | |
| Nuveen Lifecycle Index 2020 R6 Mutual funds | Other securities | — | — | $4K | <0.1% | |
| TIAA-CREF Bond Index Institutional Mutual funds | Other securities | — | — | $3K | <0.1% | |
| Nuveen Lifecycle Index Retirement Income R6 Mutual funds | 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.
