Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS | — | CHICAGO, IL | NONE | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Vanguard 0 | Other securities | — | — | $3.7M | 27.2% | |
| Schwab Self-Direct Invest Fund V Schwab 0 | Other securities | — | — | $2.1M | 15.3% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | Other securities | — | — | $1.2M | 8.6% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | Other securities | — | — | $1.1M | 7.8% | |
| Vanguard Wellington Admiral Vanguard 0 | Other securities | — | — | $980K | 7.1% | |
| Vanguard LifeStrategy Growth Inv Vanguard 0 115 Vanguard LifeStrategy Income Inv Vanguard 0 105 Vanguard Balanced Index Adm Vanguard 0 | Other securities | — | — | $912K | 6.6% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | Other securities | — | — | $740K | 5.4% | |
| Schwab Self-Direct Cash Fund V Schwab 0 | Cash / Money Market | — | — | $444K | 3.2% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | Other securities | — | — | $382K | 2.8% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | Other securities | — | — | $340K | 2.5% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | Other securities | — | — | $245K | 1.8% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | Other securities | — | — | $232K | 1.7% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | Cash / Money Market | — | — | $221K | 1.6% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | Other securities | — | — | $122K | 0.9% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | Other securities | — | — | $120K | 0.9% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | Other securities | — | — | $106K | 0.8% | |
| Vanguard 500 Index Adm Vanguard 0 | Other securities | — | — | $94K | 0.7% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 105 Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 125 Vanguard Real Estate Index Adm Vanguard 0 | Other securities | — | — | $88K | 0.6% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | Other securities | — | — | $86K | 0.6% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $70K | 0.5% | |
| Vanguard Mid Cap Index Adm Vanguard 0 115 Vanguard Value Index Adm Vanguard 0 77 Vanguard Growth Index Adm Vanguard 0 | Other securities | — | — | $40K | 0.3% | |
| Vanguard Wellesley Income Adm Vanguard 0 | Other securities | — | — | $34K | 0.2% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | Other securities | — | — | $31K | 0.2% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | Other securities | — | — | $10K | <0.1% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | Other securities | — | — | $7K | <0.1% | |
| Vanguard LifeStrategy Consv Growth Inv Vanguard 0 109 Vanguard LifeStrategy Moderate Gr Inv Vanguard 0 112 Vanguard Information Tech Index Adm Vanguard 0 | Other securities | — | — | $7K | <0.1% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | Other securities | — | — | $5K | <0.1% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 114 Vanguard Interm-Term Invst Grade Adm Vanguard 0 104 Vanguard Mid-Cap Value Index Adm Vanguard 0 | Other securities | — | — | $4K | <0.1% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | Other securities | — | — | $2K | <0.1% | |
| Vanguard Interm-Term Bond Index Adm Vanguard 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.
