Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWEST PLAN SERVICES, INC. | 91-2090931 | SEATTLE, WA | NONE | $14K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | WESTLAKE, TX | NONE | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 I Fund Mutual fund a | Other securities | — | — | $15.1M | 15.5% | |
| Vanguard Target Retirement 2040 I Fund Mutual fund a | Other securities | — | — | $10.4M | 10.6% | |
| Vanguard 500 Index Admiral Fund Mutual fund a | Other securities | — | — | $9.7M | 9.9% | |
| Vanguard Target Retirement 2050 I Fund Mutual fund a | Other securities | — | — | $7.6M | 7.8% | |
| Vanguard Target Retirement 2045 I Fund Mutual fund a | Other securities | — | — | $6.9M | 7.0% | |
| T Rowe Price Blue Chip Growth I Fund Mutual fund a | Other securities | — | — | $6.2M | 6.3% | |
| Dodge and Cox Stock Fund Mutual fund a | Other securities | — | — | $4.7M | 4.9% | |
| American Funds American Balanced R6 Fund Mutual fund a | Other securities | — | — | $3.6M | 3.7% | |
| Vanguard Target Retirement 2055 I Fund Mutual fund a | Other securities | — | — | $3.4M | 3.5% | |
| American Funds Europacific Growth R6 Fund Mutual fund a | Other securities | — | — | $3.3M | 3.4% | |
| Vanguard Target Retirement 2025 I Fund Mutual fund a | Other securities | — | — | $3.2M | 3.3% | |
| Vanguard Explorer Fund Admiral Shares Fund Mutual fund a | Other securities | — | — | $3.1M | 3.1% | |
| Vanguard Target Retirement 2030 I Fund Mutual fund a | Other securities | — | — | $2.8M | 2.9% | |
| DFA US Small Cap Value I Fund Mutual fund a | Other securities | — | — | $2.7M | 2.7% | |
| Vanguard Total Bond Market Index Admiral Fund Mutual fund a | Other securities | — | — | $2.6M | 2.7% | |
| Vanguard Target Retirement 2020 I Fund Mutual fund a | Other securities | — | — | $2.0M | 2.0% | |
| Standard Stable Asset Fund Cl 2 Fund Group annuity contract a | Common Stock | — | — | $1.9M | 2.0% | |
| Columbia Mid Cap Index Inst Fund Mutual fund a | Other securities | — | — | $1.3M | 1.3% | |
| Vanguard Target Retirement Income Fund Mutual fund a | Other securities | — | — | $1.2M | 1.2% | |
| Vanguard Target Retirement 2060 I Fund Mutual fund a | Other securities | — | — | $1.1M | 1.1% | |
| Dodge and Cox International Stock Fund Mutual fund a | Other securities | — | — | $920K | 0.9% | |
| Vanguard Developed Markets Index Admiral Fund Mutual fund a | Other securities | — | — | $894K | 0.9% | |
| Columbia Small Cap Index Inst Fund Mutual fund a | Other securities | — | — | $682K | 0.7% | |
| Vanguard FTSE All-World Ex-US Small Cap Index Fund Mutual fund a | Other securities | — | — | $569K | 0.6% | |
| DFA Emerging Markets Value I Fund Mutual fund a | Other securities | — | — | $504K | 0.5% | |
| Vanguard Target Retirement 2065 I Fund Mutual fund a | Other securities | — | — | $372K | 0.4% | |
| Brandywine Global Opportunities Bond IS Fund Mutual fund a | Other securities | — | — | $242K | 0.2% | |
| Vanguard Target Retirement 2070 I Fund Mutual fund a | Other securities | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
