Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | — | DRESHER, PA | NONE | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2060 Shares of registered investment companies | Other securities | — | — | $2.2M | 18.7% | |
| Vanguard Target Retirement 2055 Shares of registered investment companies | Other securities | — | — | $1.4M | 12.3% | |
| Vanguard Target Retirement 2050 Shares of registered investment companies | Other securities | — | — | $1.3M | 11.0% | |
| Fidelity Total Market Index Fund Shares of registered investment companies | Other securities | — | — | $1.2M | 10.4% | |
| Vanguard Target Retirement 2040 Shares of registered investment companies | Other securities | — | — | $1.1M | 9.7% | |
| Vanguard Target Retirement 2045 Shares of registered investment companies | Other securities | — | — | $1.1M | 9.5% | |
| Vanguard Target Retirement 2030 Shares of registered investment companies | Other securities | — | — | $929K | 7.9% | |
| Vanguard Target Retirement 2020 Shares of registered investment companies | Other securities | — | — | $647K | 5.5% | |
| Vanguard Target Retirement 2035 Shares of registered investment companies | Other securities | — | — | $505K | 4.3% | |
| Vanguard Target Retirement Income Shares of registered investment companies | Other securities | — | — | $448K | 3.8% | |
| Vanguard Target Retirement 2025 Shares of registered investment companies | Other securities | — | — | $294K | 2.5% | |
| Fidelity International Index Shares of registered investment companies | Other securities | — | — | $160K | 1.4% | |
| Vanguard Federal Money Market Shares of registered investment companies | Cash / Money Market | — | — | $95K | 0.8% | |
| with maturity dates through 2029 | Other securities | — | — | $92K | 0.8% | |
| Fidelity U.S. Bond Index Fund Shares of registered investment companies | Other securities | — | — | $54K | 0.5% | |
| JPMorgan Large Cap Growth Shares of registered investment companies | Other securities | — | — | $20K | 0.2% | |
| Fidelity Real Estate Index Shares of registered investment companies | Other securities | — | — | $16K | 0.1% | |
| Baird Core Plus Bond Shares of registered investment companies | Other securities | — | — | $14K | 0.1% | |
| Hotchkis & Wiley S/C Diversified Shares of registered investment companies | Other securities | — | — | $7K | <0.1% | |
| DFA World U.S. Value Portfolio Fund Shares of registered investment companies | Other securities | — | — | $7K | <0.1% | |
| Harbor Small Cap Growth Shares of registered investment companies | Other securities | — | — | $7K | <0.1% | |
| MFS Value R6 Shares of registered investment companies | Other securities | — | — | $7K | <0.1% | |
| American Funds EuroPacific R6 Shares of registered investment companies | Other securities | — | — | $7K | <0.1% | |
| Vanguard Target Retirement 2065 Shares of registered investment companies | Other securities | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
