Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN NORTHWEST ADVISORY SERVICE | 91-1998294 | — | NONE | $114K | — |
| AMERICAN NORTHWEST RPS | 91-2165154 | — | NONE | $32K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group Institutional Index Fund | Common Stock | — | — | $9.3M | 19.7% | |
| The Vanguard Group Mid Cap Index Fund | Common Stock | — | — | $6.7M | 14.2% | |
| T Rowe Price Funds Mid Cap Growth Fund | Other securities | — | — | $5.4M | 11.5% | |
| Morgan Stanley Funds Growth Fund | Other securities | — | — | $4.3M | 9.0% | |
| PIMCO Funds Short Term Fund | Other securities | — | — | $3.5M | 7.3% | |
| The Vanguard Group Short Term Bond Index Fund | Common Stock | — | — | $2.7M | 5.8% | |
| Victory Funds Victory Sycamore Estb | Other securities | — | — | $2.4M | 5.2% | |
| BNY Mellon Funds Large Value Fund | Other securities | — | — | $2.4M | 5.1% | |
| T Rowe Price Funds Dividend Growth Fund | Other securities | — | — | $2.0M | 4.2% | |
| Notes Receivable Interest Rates from 5.25% to 8.00% | Bonds / Notes | — | — | $1.4M | 3.0% | |
| FMI Funds International Fund | Other securities | — | — | $1.0M | 2.1% | |
| PIMCO Funds Total Return Fund | Other securities | — | — | $873K | 1.8% | |
| The Vanguard Group Bond Index Intermediate Term | Common Stock | — | — | $792K | 1.7% | |
| Federated Funds Prime Value Obligations | Other securities | — | — | $727K | 1.5% | |
| INVESCO STABLE VALUE TRUST AMVESCAP NATIONAL TRUST COMPANY · EIN 94-1142974 / PN 001 | Common Collective Trust | — | — | $680K | 1.4% | |
| The Vanguard Group Developed Markets Index Fund | Common Stock | — | — | $573K | 1.2% | |
| DFA Funds Emerging Markets Value Fund | Other securities | — | — | $567K | 1.2% | |
| The Vanguard Group Small Cap Index Fund | Common Stock | — | — | $533K | 1.1% | |
| Wells Fargo Funds Short Duration Bond Fund | Other securities | — | — | $388K | 0.8% | |
| The Vanguard Group Emerging Markets Stock Fund | Common Stock | — | — | $358K | 0.8% | |
| The Vanguard Group Inflation Protected Security Fund | Common Stock | — | — | $212K | 0.4% | |
| Eaton Vance Funds Income Fund of Boston | Other securities | — | — | $56K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
