Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $383K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $334K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FID 500 INDEX | Other securities | — | $391K | $79.8M | 12.9% | |
| Vanguard VANG GRTH INDEX INST | Other securities | — | $314K | $66.3M | 10.7% | |
| Vanguard VANG TARGET RET 2030 | Other securities | — | $1.6M | $61.3M | 9.9% | |
| Vanguard VANG TARGET RET 2040 | Other securities | — | $1.1M | $48.3M | 7.8% | |
| Vanguard VANG TARGET RET 2050 | Other securities | — | $872K | $43.5M | 7.0% | |
| PIMCO PIM TOTAL RT INST | Other securities | — | $4.1M | $34.4M | 5.6% | |
| Vanguard VANG TARGET RET 2020 | Other securities | — | $1.2M | $31.4M | 5.1% | |
| Vanguard VANG TARGET RET 2055 | Other securities | — | $448K | $24.9M | 4.0% | |
| Vanguard VANG TARGET RET 2035 | Other securities | — | $874K | $21.0M | 3.4% | |
| Vanguard VANG TARGET RET 2045 | Other securities | — | $643K | $19.1M | 3.1% | |
| American Funds AF EUROPAC GROWTH R6 | Other securities | — | $320K | $17.2M | 2.8% | |
| Vanguard VANG SM CAP IDX INST | Other securities | — | $148K | $17.1M | 2.8% | |
| JP Morgan JPM SM CAP EQ R6 | Other securities | — | $298K | $16.3M | 2.6% | |
| Vanguard VANG DEV MKT IDX IS | Other securities | — | $974K | $15.0M | 2.4% | |
| Vanguard VANG VAL INDEX INST | Other securities | — | $218K | $14.4M | 2.3% | |
| Vanguard VANG TARGET RET 2060 | Other securities | — | $259K | $13.3M | 2.1% | |
| Oppenheimer INVS DEVELOP MKT R6 | Other securities | — | $344K | $13.1M | 2.1% | |
| NYL Guar Int Acct** GUARANTEED INVESTMENT CONTRACT | Stable Value | — | — | $12.5M | 2.0% | |
| Vanguard VANG TARGET RET 2025 | Other securities | — | $618K | $11.6M | 1.9% | |
| Vanguard VANG MIDCAP IDX INST | Other securities | — | $151K | $10.9M | 1.8% | |
| Plan loans* Notes receivable from participants | Other securities | — | — | $10.7M | 1.7% | |
| Vanguard VANG TARGET RET INC | Common Stock | — | $810K | $10.6M | 1.7% | |
| Vanguard VANG TREASURY MM | Other securities | — | $9.3M | $9.3M | 1.5% | |
| Brokeragelink** SELF-DIRECTED BROKERAGE ACCOUNTS | Other securities | — | — | $4.9M | 0.8% | |
| American Funds AF INCOME FD AMER R6 | Other securities | — | $165K | $4.0M | 0.6% | |
| Vanguard VANG TARGET RET 2065 | Other securities | — | $84K | $2.8M | 0.5% | |
| Ariel APPREC INST | Other securities | — | $71K | $2.8M | 0.4% | |
| T.Rowe Price TRP REAL ESTATE I | Other securities | — | $153K | $1.8M | 0.3% | |
| Fidelity FID US BOND IDX | Other securities | — | $149K | $1.5M | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
