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 |
|---|---|---|---|---|---|
| EAGLE ASSET MANAGEMENT | 59-2385219 | — | NONE | $22K | — |
| WELLINGTON | 04-2767481 | — | NONE | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEPC | 04-2927339 |
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 LONG CREDIT FUND JP MORGAN CHASE BANK NA · EIN 20-3063321 / PN 000 | Common Collective Trust | $35.7M | 51.7% |
| JPM INTERMEDIATE CREDIT FUND JP MORGAN CHASE BANK NA · EIN 13-7197339 / PN 001 | Common Collective Trust | $13.1M | 18.9% |
| WTC CIF US RESEARCH EQUITYPORTFOLIO WELLINGTON TRUST COMPANY · EIN 90-6110062 / PN 000 | Common Collective Trust | $2.4M | 3.4% |
| NT COLLECTIVE RUSSELL 1000 EQUITY THE NORTHERN TRUST COMPANY · EIN 45-6138589 / PN 000 | Common Collective Trust | $2.3M | 3.4% |
| GLOABL EMERGING MARKETS COUNTRY FUN BNY MELLON (CITY OF LONDON EMEA) · EIN 04-3265343 / PN 000 | Common Collective Trust | $910K | 1.3% |
| — |
| NONE |
| $132K |
| — |
| JP MORGAN | 13-3200244 | — | NONE | $106K | — |
| U.S. BANK | 41-6271370 | — | PARTY-IN-INTEREST | $31K | — |