Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $163K | — |
| BDO USA, P.C. | 13-5381590 | — | NONE | $38K | — |
| COMERICA BANK | 42-1741646 | — | NONE | $25K | — |
| SCHWARTZ & CO. | 38-2117812 | — | NONE | $11K | — |
| AON |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Allspring Global Investments Core Plus Bond Fund R6 | Mutual Funds | — | $5.8M | $5.7M | 12.0% | |
| Vanguard Inter-Term Treasury Fund | Other securities | — | $4.8M | $4.7M | 10.0% | |
| JP Morgan II Core Bond Fund Ultra CL | Other securities | — | $4.8M | $4.7M | 9.9% | |
| Vanguard Equity-Income Fund | Other securities | — | $4.5M | $4.7M | 9.9% | |
| JP Morgan Large Cap Growth Fund Class R6 | Other securities | — | $3.4M | $4.5M | 9.4% | |
| Touchstone Large Cap Focused Fund Class Y | Other securities | — | $3.5M | $4.1M | 8.7% | |
| Vanguard Small-Cap Value Index Fund | Other securities | — | $2.9M | $3.2M | 6.7% | |
| Vanguard Mid-Cap 400 Index Fund | Other securities | — | $2.9M | $3.2M | 6.6% | |
| Lord Abbett Short Duration Income FD CL I | Other securities | — | $2.9M | $2.9M | 6.1% | |
| T. Rowe Price Mid-Cap Growth Fund | Other securities | — | $2.4M | $2.4M | 5.0% | |
| Vanguard Small-Cap Growth Index Fund | Other securities | — | $1.8M | $2.1M | 4.5% | |
| American Funds Growth Fund of America-R6 | Other securities | — | $1.8M | $2.0M | 4.3% | |
| EuroPacific Growth Fund | Other securities | — | $1.9M | $1.9M | 4.0% | |
| Dimensional Invt Group Inc International Value Ptfl | Common Stock | — | $1.5M | $1.4M | 2.9% | |
| American Funds New World Fund | Other securities | — | $30K | $31K | <0.1% | |
| Money-Market Fund Goldman Sachs Financial Square - Principal Govern Inst | Other securities | — | $16K | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 27-2436452 |
| — |
| NONE |
| $7K |
| — |
