This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS | 41-1416330 | — | SERVICE PROVIDER | $20K | — |
| MORGAN STANLEY GLOBAL BANKING OP | 11-1000111 | — | SERVICE PROVIDER | $11K | — |
| MORGAN STANLEY GLOBAL BANKING OP | 11-3658445 | — | SERVICE PROVIDER | $11K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| POOLED SEPARATE ACCOUNTS VOYA RETIREMENT LIFE ASSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | $38.1M | 78.6% |
| POOLED SEPARATE ACCOUNTS MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | $282K | 0.6% |
