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 |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $80K | — |
| UBS FINANCIAL SERVICES | — | NEW YORK, NY | NONE | $80K | — |
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 | |||
|---|---|---|---|
| SHORT TERM DURATION GREAT GRAY TRUST COMPANY · EIN 26-3783890 / PN 941 | Common Collective Trust | $8.2M | 49.5% |
| GREAT GRAY TRUST LARGE CAP VALUE GREAT GRAY TRUST COMPANY · EIN 26-3783374 / PN 907 | Common Collective Trust | $3.4M | 20.3% |
| GREAT GRAY TRUST LARGE CAP GROWTH GREAT GRAY TRUST COMPANY · EIN 26-3783757 / PN 930 | Common Collective Trust | $1.7M | 10.1% |
| LAZARD ACW EX-US EQUITY ADVANTAGE GREAT GRAY TRUST COMPANY · EIN 26-3783871 / PN 938 | Common Collective Trust | $1.6M | 9.7% |
| GREAT GRAY TRUST SMALL CAP VALUE GREAT GRAY TRUST COMPANY · EIN 26-3783916 / PN 944 | Common Collective Trust | $885K | 5.3% |
| GREAT GRAY TRUST MID-CAP GROWTH GREAT GRAY TRUST COMPANY · EIN 26-3783748 / PN 929 | Common Collective Trust | $851K | 5.1% |
