Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWLEAF WEALTH MANAGEMENT | 80-0928074 | — | SERVICE PROVIDER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund | Other securities | — | — | $1.1M | 12.4% | |
| Vanguard Target Retirement 2040 Fund | Other securities | — | — | $989K | 10.8% | |
| Vanguard Target Retirement 2045 Fund | Other securities | — | — | $841K | 9.2% | |
| Vanguard Target Retirement 2030 Fund | Other securities | — | — | $660K | 7.2% | |
| Vanguard Target Retirement 2035 Fund | Other securities | — | — | $650K | 7.1% | |
| Vanguard Target Retirement 2025 Fund | Other securities | — | — | $628K | 6.9% | |
| Vanguard Target Retirement 2060 Fund | Other securities | — | — | $588K | 6.4% | |
| Vanguard Target Retirement 2055 Fund | Other securities | — | — | $524K | 5.7% | |
| Vanguard FTSE Social Index Fund | Other securities | — | — | $482K | 5.3% | |
| Vanguard Target Retirement 2020 Fund | Other securities | — | — | $461K | 5.0% | |
| Vanguard 500 Index Fund | Other securities | — | — | $388K | 4.2% | |
| Calvert US Large-Cap Core Responsible Index Fund | Other securities | — | — | $361K | 4.0% | |
| Vanguard Strategic Small-Cap Equity Fund | Other securities | — | — | $267K | 2.9% | |
| Vanguard Target Retirement Income Fund | Other securities | — | — | $204K | 2.2% | |
| DFA Emerging Markets Core Equity Portfolio | Other securities | — | — | $133K | 1.5% | |
| Participant Loans/Notes receivable from participants | Participant loans | — | — | $117K | 1.3% | |
| Vanguard Real Estate Index Fund | Other securities | — | — | $117K | 1.3% | |
| Vanguard Inflation-Protected Securities Fund | Other securities | — | — | $85K | 0.9% | |
| Vanguard Mid-Cap Index Fund | Other securities | — | — | $80K | 0.9% | |
| American Funds International Growth and Income Fund | Other securities | — | — | $75K | 0.8% | |
| PIMCO Income Fund | Other securities | — | — | $73K | 0.8% | |
| Parametric Commodity Strategy Fund | Other securities | — | — | $66K | 0.7% | |
| Vanguard Wellesley Income Fund | Other securities | — | — | $66K | 0.7% | |
| Dodge & Cox Income Fund | Other securities | — | — | $51K | 0.6% | |
| Vanguard Short-Term Investment-Grade Fd | Other securities | — | — | $25K | 0.3% | |
| Vanguard Target Retirement 2065 Fund | Other securities | — | — | $21K | 0.2% | |
| Vanguard Cash Reserves Federal Money Market Fund | Cash / Money Market | — | — | $18K | 0.2% | |
| Vanguard STAR Fund | Other securities | — | — | $15K | 0.2% | |
| Vanguard Target Retirement 2070 Fund | Other securities | — | — | $12K | 0.1% | |
| PIMCO International Bond Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
