Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVCS | 01-0233346 | — | RETAINED BY CLIENT | $183K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | — | WOBURN, MA | RETAINED BY CLIENT | $65K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PGIM Jennison Growth R6 Mutual Fund | Other securities | — | — | $28.1M | 16.6% | |
| Vanguard Instit Index (Inst) Mutual Fund | Other securities | — | — | $18.1M | 10.7% | |
| Vanguard Target Ret 2030 Fund Mutual Fund | Other securities | — | — | $14.7M | 8.7% | |
| NEW YORK LIFE ANCHOR ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $13.1M | 7.8% | |
| Vanguard Total Bond Index Inst Mutual Fund | Other securities | — | — | $11.6M | 6.8% | |
| Vanguard Target Ret 2040 Fund Mutual Fund | Other securities | — | — | $8.9M | 5.3% | |
| Vanguard Target Ret 2025 Fund Mutual Fund | Other securities | — | — | $8.4M | 5.0% | |
| Vanguard Target Ret 2035 Fund Mutual Fund | Other securities | — | — | $8.4M | 5.0% | |
| American EuroPacific Growth R6 Mutual Fund | Other securities | — | — | $7.7M | 4.5% | |
| MFS Value Fund (R6) Mutual Fund | Other securities | — | — | $6.3M | 3.7% | |
| PGIM Total Return Bond R6 Mutual Fund | Other securities | — | — | $5.7M | 3.4% | |
| Vanguard Ext Mrkt Index Inst Mutual Fund | Other securities | — | — | $5.1M | 3.0% | |
| Vanguard Target Ret 2045 Fund Mutual Fund | Other securities | — | — | $4.6M | 2.7% | |
| Participant Loans Interest Rates from 3.75% to 9.5% | Bonds / Notes | — | — | $3.9M | 2.3% | |
| Vanguard Target Ret 2055 Fund Mutual Fund | Other securities | — | — | $3.6M | 2.2% | |
| Vanguard Target Ret 2020 Fund Mutual Fund | Other securities | — | — | $3.4M | 2.0% | |
| Vanguard Explorer Fund Adm Mutual Fund | Other securities | — | — | $3.1M | 1.8% | |
| Victory Syca Sm Co Opp R6 Mutual Fund | Common Stock | — | — | $3.0M | 1.8% | |
| Vanguard Target Ret 2050 Fund Mutual Fund | Other securities | — | — | $2.3M | 1.4% | |
| Eagle Mid Cap Growth Fund R6 Mutual Fund | Other securities | — | — | $2.1M | 1.2% | |
| Vanguard Total Int Idx Adm Mutual Fund | Other securities | — | — | $2.0M | 1.2% | |
| Vanguard Target Ret 2060 Fund Mutual Fund | Other securities | — | — | $1.7M | 1.0% | |
| Victory Syca Est Value R6 Mutual Fund | Other securities | — | — | $1.5M | 0.9% | |
| Vanguard Target Ret Income Fd Mutual Fund | Other securities | — | — | $1.2M | 0.7% | |
| Vanguard Target Ret 2065 Fund Mutual Fund | Other securities | — | — | $551K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | 41-0746749 | — | RETAINED BY CLIENT | $46K | — |
