Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARMANINO LLP | 94-6214841 | — | NONE | $24K | — |
| MILLIMAN | 91-0675641 | — | NONE | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Mutual Funds | Mutual Funds | — | $128K | $133K | 2.2% | |
| Nvidia Corp Common Stock | Common Stocks | — | $3K | $117K | 1.9% | |
| Palo Alto Networks Inc Common Stock | Common Stocks | — | $21K | $106K | 1.7% | |
| Apple Inc Common Stock | Common Stocks | — | $7K | $95K | 1.6% | |
| Broadcom Ltd Common Stock | Common Stocks | — | $9K | $94K | 1.5% | |
| Walmart Inc Common Stock | Common Stocks | — | $30K | $88K | 1.5% | |
| Amazon Com Inc Common Stock | Common Stocks | — | $35K | $84K | 1.4% | |
| Microsoft Corporation Common Stock | Common Stocks | — | $5K | $81K | 1.3% | |
| Alphabet Inc CL C Common Stock | Common Stocks | — | $14K | $77K | 1.3% | |
| Interest Bearing Cash Pershing Cash Account Interest bearing cash | Cash / Money Market | — | $75K | $75K | 1.2% | |
| Costco Wholesale Corp-New Common Stock | Common Stocks | — | $3K | $74K | 1.2% | |
| Crowdstrike Holdings Inc - A Common Stock | Common Stocks | — | $34K | $69K | 1.1% | |
| Targa Resources Corp Common Stock | Common Stocks | — | $17K | $67K | 1.1% | |
| Williams Co. Common Stock | Common Stocks | — | $34K | $60K | 1.0% | |
| Caterpillar Inc Common Stock | Common Stocks | — | $11K | $56K | 0.9% | |
| Pershing Money Market Account Interest bearing cash | Cash / Money Market | — | $51K | $51K | 0.8% | |
| Salesforce Inc Common Stock | Common Stocks | — | $22K | $47K | 0.8% | |
| Exxon-Mobil Corporation Common Stock | Common Stocks | — | $30K | $46K | 0.8% | |
| Astrazeneca Ple Sponsored Adr Common Stock | Common Stocks | — | $13K | $45K | 0.7% | |
| Eaton Corp PLC Common Stock | Common Stocks | — | $9K | $45K | 0.7% | |
| RTX Corp Common Stock | Common Stocks | — | $26K | $44K | 0.7% | |
| Intl Business Machines Inc Common Stock | Common Stocks | — | $27K | $44K | 0.7% | |
| Chevron Corp Common Stock | Common Stocks | — | $23K | $43K | 0.7% | |
| Gilead Sciences Inc Common Stock | Common Stocks | — | $36K | $43K | 0.7% | |
| Mastercard Inc A Common Stock | Common Stocks | — | $9K | $43K | 0.7% | |
| Visa Inc Class A Shares Common Stock | Common Stocks | — | $11K | $42K | 0.7% | |
| HCA Healthcare Inc Common Stock | Common Stocks | — | $16K | $42K | 0.7% | |
| Pnc Financial Sve Grou Common Stock | Common Stocks | — | $12K | $42K | 0.7% | |
| Emerson Electric Co Common Stock | Common Stocks | — | $16K | $42K | 0.7% | |
| General Dynamics Corp Common Stock | Common Stocks | — | $27K | $41K | 0.7% | |
| Cisco Systems Inc Common Stock | Common Stocks | — | $15K | $40K | 0.7% | |
| Travelers Cos Inc Common Stock | Common Stocks | — | $14K | $40K | 0.7% | |
| Unitedhealth Group Inc Common Stock | Common Stocks | — | $20K | $39K | 0.6% | |
| Abbvie Inc Common Stock | Common Stocks | — | $16K | $39K | 0.6% | |
| Abb Ltd Spons ADR Common Stock | Common Stocks | — | $23K | $38K | 0.6% | |
| Baker Hughes Co Common Stock | Common Stocks | — | $23K | $38K | 0.6% | |
| Marathon Petroleum Corp Common Stock | Common Stocks | — | $5K | $38K | 0.6% | |
| Texas Instruments Inc Common Stock | Common Stocks | — | $5K | $38K | 0.6% | |
| Conocophillips Common Stock | Common Stocks | — | $26K | $37K | 0.6% | |
| Roper Technologies Inc Common Stock | Common Stocks | — | $21K | $37K | 0.6% | |
| Analog Devices Inc Common Stock | Common Stocks | — | $22K | $37K | 0.6% | |
| Merck & Company Inc Common Stock | Common Stocks | — | $6K | $36K | 0.6% | |
| US Bancorp - Del Common Stock | Common Stocks | — | $20K | $36K | 0.6% | |
| Webster Financial Corp Common Stock | Common Stocks | — | $28K | $35K | 0.6% | |
| Coca-Cola Company Common Stock | Common Stocks | — | $12K | $34K | 0.6% | |
| Amgen Inc Common Stock | Common Stocks | — | $20K | $34K | 0.6% | |
| Nextera Energy Inc Common Stock | Common Stocks | — | $12K | $34K | 0.6% | |
| Comerica Inc. Common Stock | Common Stocks | — | $36K | $33K | 0.5% | |
| Truist Financial Corp Common Stock | Common Stocks | — | $25K | $33K | 0.5% | |
| Range Resource Corp. Common Stock | Common Stocks | — | $24K | $32K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
