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 | $14K | — |
| RESOURCES INVESTMENT ADVISORS. | — | OVERLAND PARK, KS | NONE | $2K | — |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $627K | 25.2% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $425K | 17.1% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — |
| — |
| $273K |
| 11.0% |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $223K | 9.0% |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $210K | 8.5% |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $208K | 8.4% |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $173K | 7.0% |
| Fidelity Mid Cap Index Fidelity 0 8 Fidelity 500 Index Fund Fidelity 0 17 Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $101K | 4.1% |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $95K | 3.8% |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $54K | 2.2% |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $52K | 2.1% |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $37K | 1.5% |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $7K | 0.3% |
| JPMorgan Large Cap Growth R6 JP Morgan 0 8 Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $2K | <0.1% |
