Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Other securities | — | — | $1.7M | 17.5% | |
| PIMCO Investment Management PIMCO Global Unhedged Fd Instl Cl | Other securities | — | — | $1.2M | 12.4% | |
| Metropolitan West Funds Metropolitan West Total Return I | Other securities | — | — | $948K | 9.8% | |
| Artisan Partners Artisan International Value Fund | Other securities | — | — | $928K | 9.6% | |
| J O Hambro Capital Management JOHCM International Select Fund Instl | Other securities | — | — | $765K | 7.9% | |
| Grandeur Peak Funds Grandeur Peak Emerging Markets Opp Fund 182 Grandeur Peak Funds Grandeur Peak Intl Oppty Inst | Other securities | — | — | $606K | 6.3% | |
| Vanguard Short Term Bd index Fd Adm | Other securities | — | — | $582K | 6.0% | |
| Robert W. Baird & Co. Inc. Baird Short-Term Bond Inst | Common Stock | — | — | $518K | 5.4% | |
| Touchstone Investments Touchstone Mid Cap Inst | Other securities | — | — | $353K | 3.7% | |
| AMG Funds AMG TimesSquare Mid Cap Growth | Other securities | — | — | $326K | 3.4% | |
| Carillon Tower Advisors Carillon Reams Unconstrained Bond Fund CL I | Other securities | — | — | $321K | 3.3% | |
| ALPS Distributors, Inc. Seafarer Overseas Gwth & Incm Fd Inv | Common Stock | — | — | $279K | 2.9% | |
| Victory Capital Victory Integrity Small-Cap Value Y | Other securities | — | — | $185K | 1.9% | |
| Artisan Partners Artisan Small Cap Investor Fund | Other securities | — | — | $134K | 1.4% | |
| Metropolitan West Funds Metropolitan West Utra Short Bond I | U.S. Treasuries | — | — | $45K | 0.5% | |
| Charles Schwab Bank Sweep for EE Benefit Plan | Other securities | — | — | $18K | 0.2% | |
| Vanguard Total Intl Stock Index Adm | Other securities | — | — | $11K | 0.1% | |
| Vanguard Mid Cap Index Fund Admiral | Other securities | — | — | $11K | 0.1% | |
| Meridian Funds Meridian SM Cap Growth Fd Inst | Other securities | — | — | $5K | <0.1% | |
| Vanguard Total Bond Mkt Index Adm | Other securities | — | — | $5K | <0.1% | |
| Vulcan Value Partners Vulcan Value Partners Small Cap Fd | Other securities | — | — | $4K | <0.1% | |
| Becker Capital Management Becker Value Equity Fund Instl | Other securities | — | — | $3K | <0.1% | |
| JS Partners Jackson Square Large-Cap Growth Instl | Other securities | — | — | $2K | <0.1% | |
| WCM Investment Management WCM Focused International Growth Ins | Other securities | — | — | $2K | <0.1% | |
| Vanguard Small Cap Index Admiral | 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.
