20 assets, filed May 1, 2026 (FD Original).
2025 Enrollment Portfolio Class A
5P · College Choice Advisor - GDH JT
$15,001 - $50,000
2025 Enrollment Portfolio Class A
5P · Indiana Deferred Compensation Plan SP
$1,001 - $15,000
Beacon Credit Union Accounts
Bank/brokerage account · Joint
$100,001 - $250,000
Fund
Mutual fund · Indiana Public Employees' Retirement Fund SP
$15,001 - $50,000
International Equity Fund
Mutual fund · Indiana Public Employees' Retirement Fund
$1,001 - $15,000
Invesco Small Cap Growth
Mutual fund · Washington County Retirement Plan SP
$1,001 - $15,000
LERF - INPRS 2040 Fund
Mutual fund
$100,001 - $250,000
Large Cap Equity Index Fund
Mutual fund
$250,000
New Perspective Fund A
Mutual fund · Capital Group IRA
$1,001 - $15,000
New Perspective Fund A
Mutual fund · Capital Group IRA
$1,001 - $15,000
New World Fund A
Mutual fund · Capital Group IRA SP
$1,001 - $15,000
Savings Portfolio Class A
5P · College Choice Advisor - EDH JT
$1,001 - $15,000
Small Cap World Fund A
Mutual fund · Capital Group IRA
$1,001 - $15,000
Small Cap World Fund A
Mutual fund · Capital Group IRA
$1,001 - $15,000
Small/Mid Cap Equity Fund
Mutual fund
$100,000
Small/Mid Cap Equity Fund
Mutual fund · Indiana Public Employees' Retirement Fund
$1,001 - $15,000
State Street Target Retirement 2045 Fund
Options · Raymond James Investment Account
$1,001 - $15,000
State Street Target Retirement 2045 Securities Lending Series
$1,000,000
Washington Mutual Investors Fund A
Mutual fund · Capital Group IRA SP
$1,001 - $15,000
Washington Mutual Investors Fund A
Mutual fund · College Choice Advisor - CNH JT
$1,001 - $15,000