Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT & RISK MANAGEMENT SERVICES | 68-0306908 | HONOLULU, HI | NONE | $57K | — |
| THE SEGAL COMPANY | 94-1503999 | SAN FRANCISCO, CA | NONE | $53K | — |
| SINGERLEWAK LLP | 95-2302617 | HONOLULU, HI | NONE | $26K | — |
| CENTRAL PACIFIC BANK | 99-0309040 | HONOLULU, HI |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Money market funds: Fidelity Government Portfolio | Cash / Money Market | — | $326K | $326K | 1.7% | |
| Bank of Nova Scotia/The 5.45% 01 Aug 2029 | Bonds / Notes | — | $307K | $309K | 1.6% | |
| U.S. Government agencies: Federal Farm Credit Banks Funding Corp 4.6% 02/01/2029 | Bonds / Notes | — | $300K | $299K | 1.5% | |
| JPMorgan Chase & CO Variable 4.851% 25 Jul 2028 | Bonds / Notes | — | $294K | $296K | 1.5% | |
| PepsiCo Inc 7% 01 Mar 2029 | Bonds / Notes | — | $293K | $295K | 1.5% | |
| Citigroup Inc Variable 4.658% 24 May 2028 | Bonds / Notes | — | $293K | $295K | 1.5% | |
| Athene Holding Ltd 4.125% 12 Jan 2028 | Bonds / Notes | — | $294K | $295K | 1.5% | |
| Cigna Group/The 5% 15 May 2029 | Bonds / Notes | — | $292K | $294K | 1.5% | |
| Intercontinental Exchange Inc 4.35% 15 Jun 2029 | Bonds / Notes | — | $290K | $294K | 1.5% | |
| Toronto-Dominion Bank/The 5.523% 17 Jul 2028 | Bonds / Notes | — | $290K | $294K | 1.5% | |
| Morgan Stanley Variable 5.123% 01 Feb 2029 | Bonds / Notes | — | $290K | $293K | 1.5% | |
| Simon Property Group LP 3.375% 01 Dec 2027 | Bonds / Notes | — | $288K | $293K | 1.5% | |
| KLA Corp 4.1% 15 Mar 2029 | Bonds / Notes | — | $289K | $293K | 1.5% | |
| Ameriprise Financial Inc 5.7% 15 Dec 2028 | Bonds / Notes | — | $288K | $292K | 1.5% | |
| KeyCorp 4.1% 30 Apr 2028 | Bonds / Notes | — | $260K | $271K | 1.4% | |
| International Paper Co 7.2% 01 Nov 2026 | Bonds / Notes | — | $269K | $267K | 1.4% | |
| Burlington Northern Santa Fe LLC 6.7% 01 Aug 2028 | Bonds / Notes | — | $267K | $266K | 1.4% | |
| Autodesk Inc 3.5% 15 Jun 2027 | Bonds / Notes | — | $264K | $265K | 1.4% | |
| US Bancorp Variable 4.548% 22 Jul 2028 | Bonds / Notes | — | $254K | $265K | 1.4% | |
| Duke Energy Florida LLC 6.75% 01 Feb 2028 | Bonds / Notes | — | $259K | $264K | 1.4% | |
| Pfizer Investment Enter 4.45% 19 May 2028 | Bonds / Notes | — | $259K | $261K | 1.3% | |
| Texas Gas Transmission LLC 7.25% 15 Jul 2027 | Bonds / Notes | — | $260K | $261K | 1.3% | |
| Allstate Corp/The 5.05% 24 Jun 2029 | Corporate Bonds | — | $263K | $260K | 1.3% | |
| Bank of America Corp Variable 6.204% 10 Nov 2028 | Bonds / Notes | — | $257K | $259K | 1.3% | |
| Celgene Corp 3.9% 20 Feb 2028 | Bonds / Notes | — | $256K | $258K | 1.3% | |
| Florida Power & Light Co 5.15% 15 Jun 2029 | Bonds / Notes | — | $254K | $258K | 1.3% | |
| Wells Fargo & Co Variable 5.574% 25 Jul 2029 | Bonds / Notes | — | $260K | $256K | 1.3% | |
| Digital Realty Trust LP 5.55% 15 Jan 2028 | Bonds / Notes | — | $249K | $256K | 1.3% | |
| Fiserv Inc 5.45% 02 Mar 2028 | Bonds / Notes | — | $250K | $256K | 1.3% | |
| Williams Cos Inc/The 5.3% 15 Aug 2028 | Bonds / Notes | — | $258K | $255K | 1.3% | |
| American Express Co 3.3% 03 May 2027 | Bonds / Notes | — | $255K | $255K | 1.3% | |
| Weyerhaeuser Co 7.7% 15 Feb 2026 | Bonds / Notes | — | $256K | $255K | 1.3% | |
| Amgen Inc 5.15% 02 Mar 2028 | Bonds / Notes | — | $250K | $255K | 1.3% | |
| PNC Financial Services Group Inc/The Variable 5.354% 02 Dec 2028 | Bonds / Notes | — | $250K | $255K | 1.3% | |
| John Deere Capital Corp 4.85% 11 Jun 2029 | Bonds / Notes | — | $250K | $255K | 1.3% | |
| Royal Bank of Canada 4.95% 01 Feb 2029 | Bonds / Notes | — | $258K | $254K | 1.3% | |
| Caterpillar Finl Service 4.85% 27 Feb 2029 | Bonds / Notes | — | $251K | $254K | 1.3% | |
| Bank Montreal Medium Fr 5.717% 25 Sep 2028 | Bonds / Notes | — | $244K | $254K | 1.3% | |
| BP Capital Markets America Inc 4.699% 10 Apr 2029 | Bonds / Notes | — | $248K | $252K | 1.3% | |
| Equifax Inc 5.1% 15 Dec 2027 | Bonds / Notes | — | $251K | $252K | 1.3% | |
| Waste Management Inc 2% 01 Jun 2029 | Bonds / Notes | — | $244K | $252K | 1.3% | |
| Fairfax Financial Holdings Ltd 4.85% 17 Apr 2028 | Bonds / Notes | — | $244K | $251K | 1.3% | |
| State Street Corp Variable 5.751% 04 Nov 2026 | Bonds / Notes | — | $251K | $251K | 1.3% | |
| American Honda Finance Corp 4.7% 12 Jan 2028 | Bonds / Notes | — | $250K | $251K | 1.3% | |
| Northern Trust Corp 4% 10 May 2027 | Bonds / Notes | — | $246K | $249K | 1.3% | |
| General Dynamics Corp 3.75% 15 May 2028 | Bonds / Notes | — | $244K | $248K | 1.3% | |
| Meta Platforms Inc 3.5% 15 Aug 2027 | Bonds / Notes | — | $243K | $247K | 1.3% | |
| Huntington National Bank/The 4.27% 25 Nov 2026 | Bonds / Notes | — | $243K | $247K | 1.3% | |
| Intel Corp 4.875% 10 Feb 2028 | Bonds / Notes | — | $240K | $242K | 1.2% | |
| Public Storage Operating Co 3.385% 01 May 2029 | Bonds / Notes | — | $245K | $241K | 1.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $22K |
| — |
| YEE & KAWASHIMA LLLP | 47-3636548 | HONOLULU, HI | NONE | $15K | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | — | NONE | $12K | — |
