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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $157K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG | 34-6565596 | — | ACCOUNTANT/AUDITOR | $28K | — |
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.
| % of plan | |||
|---|---|---|---|
| JPMCB U.S. ACTIVE CORE EQ CF-C JPMORGAN CHASE BANK, N.A. · EIN 13-4043928 / PN 001 | Common Collective Trust | $107.2M | 30.3% |
| WELLINGTON CORE BOND WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 156 | Common Collective Trust | $106.5M | 30.1% |
| FID DIVSFD INTL POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 134 | Common Collective Trust | $68.9M | 19.5% |
| SMID CAP RESEARCH EQUITY WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 166 | Common Collective Trust | $35.7M | 10.1% |
| STATE STREET REAL ASSET CL C STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 280 | Common Collective Trust | $34.6M | 9.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.