Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $213K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | NONE | $83K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index I N/R | Other securities | — | — | $20.6M | 11.6% | |
| TIAA Stable Value N/R | Other securities | — | — | $14.7M | 8.2% | |
| Institutional Bond Vanguard MFS GROWTH FUND CLASS R6 BA N/R | Other securities | — | — | $13.2M | 7.4% | |
| Vanguard TARGET RETIRE 2045 MP N/R | Other securities | — | — | $11.7M | 6.5% | |
| Vanguard TARGET RETIRE 2050 MP N/R | Other securities | — | — | $10.7M | 6.0% | |
| Vanguard TARGET RETIRE 2035 MP N/R | Other securities | — | — | $9.6M | 5.4% | |
| American Funds American Funds American Balanced R6 N/R | Mutual Funds | — | — | $9.5M | 5.3% | |
| Vanguard TARGET RETIRE 2040 MP N/R | Other securities | — | — | $9.0M | 5.0% | |
| Vanguard Equity Income Adm ZA N/R | Other securities | — | — | $8.1M | 4.5% | |
| Vanguard TARGET RETIRE 2030 MP N/R | Other securities | — | — | $7.5M | 4.2% | |
| Vanguard TARGET RETIRE 2025 MP N/R | Other securities | — | — | $6.2M | 3.5% | |
| American Funds American Funds EuroPacific GR R6 N/R | Other securities | — | — | $5.9M | 3.3% | |
| ML Vanguard TTL BD Mkt Idx Inst U6 N/R | Other securities | — | — | $5.5M | 3.1% | |
| Vanguard TARGET RETIRE 2055 QX N/R | Other securities | — | — | $4.5M | 2.5% | |
| Vanguard Small Cap Index Adm N/R | Other securities | — | — | $4.0M | 2.2% | |
| Vanguard Dvlp Mrkts Indx Admrl N/R | Other securities | — | — | $3.6M | 2.0% | |
| Vanguard MFS New Discovery Value FD R6 N/R | Other securities | — | — | $3.3M | 1.9% | |
| Baird Core Baird Core Plus Bond Fund N/R | Other securities | — | — | $3.2M | 1.8% | |
| Vanguard Mid Cap Index Adm N/R | Other securities | — | — | $3.2M | 1.8% | |
| Participant Loans Interest rates: 4.25% - 9.67% $0 | Bonds / Notes | — | — | $2.9M | 1.6% | |
| Vanguard DELAWARE IVY MID CAP GROWTH N/R | Other securities | — | — | $2.8M | 1.6% | |
| R6 AM Vanguard JPMORGAN EMERGING MRKTS EQ N/R | Other securities | — | — | $2.3M | 1.3% | |
| Vanguard TARGET RETIRE INCOME N/R | Other securities | — | — | $2.1M | 1.2% | |
| R6 AN Vanguard TARGET RETIRE 2020 MP N/R | Other securities | — | — | $1.5M | 0.9% | |
| Vanguard Janus Henderson Triton N N/R | Other securities | — | — | $1.3M | 0.7% | |
| Vanguard TARGET RETIRE 2060 MP N/R | Other securities | — | — | $1.2M | 0.7% | |
| Vanguard American Cent MDCP VA FD CLA R6 N/R | Other securities | — | — | $1.2M | 0.7% | |
| Vanguard Real Estate Index Admiral N/R | Other securities | — | — | $1.1M | 0.6% | |
| METLIFE METROPOLITAN LIFE INSURANCE CO · EIN 13-5581829 / PN 001 | Pooled Separate Account | — | — | $1.0M | 0.6% | |
| Money Market Fund Vanguard Federal Money Market | Cash / Money Market | — | — | $803K | 0.5% | |
| Vanguard TARGET RETIRE 2065 MP N/R | Other securities | — | — | $652K | 0.4% | |
| MetLife Fix Int Acct N/R | Other securities | — | — | $595K | 0.3% | |
| MetLife MET RUSSELL 2000 INDEX N/R 806 * MetLife Stock Index N/R | Other securities | — | — | $515K | 0.3% | |
| Self Directed Various Personal Choice N/R | Other securities | — | — | $372K | 0.2% | |
| LINCOLN THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $349K | 0.2% | |
| Fully Benefit-Responsive Investment Contracts * Lincoln FIXED ACCOUNT N/R | Other securities | — | — | $253K | 0.1% | |
| MetLife Amer Funds Growth Fund N/R | Other securities | — | — | $235K | 0.1% | |
| Lincoln AMERICAN FUNDS GROWTH N/R | Other securities | — | — | $115K | <0.1% | |
| MetLife Amer Funds Grt‐Inc Fund N/R 401 * MetLife CALVERT VP SRI BALANCED N/R | Common Stock | — | — | $93K | <0.1% | |
| s * MetLife VtrSycmr MidCap Val Port N/R | Pooled Separate Accounts | — | — | $56K | <0.1% | |
| Lincoln AMERICAN FUNDS N/R | Other securities | — | — | $43K | <0.1% | |
| MetLife BH/W LRG CP RRCH N/R | Other securities | — | — | $35K | <0.1% | |
| MetLife Frontier MidCap Gr Port N/R | Other securities | — | — | $31K | <0.1% | |
| Lincoln FIDELITY VIP CONTRAFUND N/R | Other securities | — | — | $28K | <0.1% | |
| Lincoln DELAWARE VIP SMID CAP CORE N/R | Other securities | — | — | $23K | <0.1% | |
| VALUE * Lincoln LVIP SSGA S&P 500 INDEX N/R | Other securities | — | — | $18K | <0.1% | |
| Lincoln LVIP DIMENSIONAL U.S. CORE N/R | Other securities | — | — | $17K | <0.1% | |
| MetLife BH/WELLINGTON BALANCED N/R | Other securities | — | — | $15K | <0.1% | |
| Lincoln LVIP BARON GROWTH N/R | Other securities | — | — | $15K | <0.1% | |
| OPPORTUNITIES * Lincoln LVIP BLACKROCK DIVIDEND VALUE N/R | Other securities | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
