Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUEMORI & INOUYE, INC | — | — | CONTRACT ADMIN | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SCHWAB SDB Self Directed Brokerage | Other securities | — | — | $18.4M | 31.6% | |
| PUTNAM DYNAMIC ASSET ALLOCATION GROWTH Y Mutual Fund | Other securities | — | — | $7.0M | 12.1% | |
| FIDELITY 500 INDEX Mutual Fund | Other securities | — | — | $5.0M | 8.7% | |
| NUVEEN LIFECYCLE INDEX 2030 RETIREMENT Mutual Fund | Other securities | — | — | $2.7M | 4.7% | |
| PUTNAM DYNAMIC ASSET ALLOCATION BAL Y Mutual Fund | Other securities | — | — | $2.7M | 4.6% | |
| AMERICAN FUNDS GROWTH FUND OF AMER R6 Mutual Fund | Other securities | — | — | $2.3M | 4.0% | |
| NUVEEN LIFECYCLE INDEX 2035 RETIREMENT Mutual Fund | Other securities | — | — | $2.3M | 3.9% | |
| NUVEEN LIFECYCLE INDEX 2045 RETIREMENT Mutual Fund | Other securities | — | — | $2.1M | 3.6% | |
| PUTNAM DYNAMIC ASSET ALLOCATION CON Y Mutual Fund | Other securities | — | — | $2.0M | 3.5% | |
| Insurance General * KEY GUARANTEED PORTFOLIO FUND Account | Other securities | — | — | $2.0M | 3.4% | |
| NUVEEN LIFECYCLE INDEX 2040 RETIREMENT Mutual Fund | Other securities | — | — | $1.1M | 1.9% | |
| NUVEEN LIFECYCLE INDEX 2055 RETIREMENT Mutual Fund | Other securities | — | — | $926K | 1.6% | |
| FIDELITY SMALL CAP INDEX Mutual Fund | Other securities | — | — | $904K | 1.6% | |
| NUVEEN LIFECYCLE INDEX 2050 RETIREMENT Mutual Fund | Other securities | — | — | $880K | 1.5% | |
| NUVEEN LIFECYCLE INDEX 2025 RETIREMENT Mutual Fund | Other securities | — | — | $841K | 1.4% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 Mutual Fund | Other securities | — | — | $815K | 1.4% | |
| SCHWAB SDB ROTH Self Directed Brokerage | Other securities | — | — | $714K | 1.2% | |
| Participant Loans Participant Loans** | Participant loans | — | — | $679K | 1.2% | |
| EMPOWER SECUREFOUNDATION BAL INST Mutual Fund | Other securities | — | — | $555K | 1.0% | |
| PGIM TOTAL RETURN BOND R6 Mutual Fund | Other securities | — | — | $487K | 0.8% | |
| VIRTUS CEREDEX LARGE-CAP VALUE EQUITY R6 Mutual Fund | Other securities | — | — | $483K | 0.8% | |
| CARILLON EAGLE SMALL CAP GROWTH R6 Mutual Fund | Other securities | — | — | $464K | 0.8% | |
| NUVEEN LIFECYCLE INDEX 2020 RETIREMENT Mutual Fund | Other securities | — | — | $350K | 0.6% | |
| AMERICAN FUNDS NEW WORLD R6 Mutual Fund | Other securities | — | — | $314K | 0.5% | |
| NUVEEN LIFECYCLE INDEX 2015 RETIREMENT Mutual Fund | Other securities | — | — | $274K | 0.5% | |
| FIDELITY MID CAP INDEX Mutual Fund | Other securities | — | — | $273K | 0.5% | |
| EMPOWER T. ROWE PRICE MID CAP GR INST Mutual Fund | Other securities | — | — | $271K | 0.5% | |
| NUVEEN LIFECYCLE INDEX 2060 RETIREMENT Mutual Fund | Other securities | — | — | $174K | 0.3% | |
| AMERICAN BEACON SMALL CP VAL R5 Mutual Fund | Other securities | — | — | $150K | 0.3% | |
| VIRTUS CEREDEX MID-CAP VALUE EQUITY R6 Mutual Fund | Other securities | — | — | $55K | <0.1% | |
| THOMPSON BOND FUND Mutual Fund | Other securities | — | — | $53K | <0.1% | |
| FIDELITY INTERNATIONAL INDEX Mutual Fund | Other securities | — | — | $38K | <0.1% | |
| PIMCO REAL RETURN P Mutual Fund | Other securities | — | — | $29K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
