| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVESCO ADVISERS, INC. | 58-1707262 | — | NONE | $66K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INCOME RESEARCH + MANAGEMENT | 04-2955404 | — | NONE | $80K | — |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALLAN HOLDINGS INC. | 82-2748926 | — | NONE | $139K | — |
| PRUDENTIAL TRUST CO. | 23-6994310 | — | NONE | $80K | — |
| U.S. BANK NATIONAL ASSOCIATION | 31-0841368 | — | NONE | $44K | — |
| BRANDES INVESTMENT PARTNERS, L.P. | 33-0704072 | — | NONE | $43K | — |
