Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLEARSTEAD ADVISORS, LLC | — | CLEVELAND, OH | NONE | $94K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING, INC | 22-2232264 | — | NONE | $255K | — |
| BANK OF AMERICA | 94-1687665 |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NUVEEN INVESTMENTS LONG (20-30) CORP BOND FUND CL Y | Common Stock | — | $21.9M | $20.9M | 35.9% | |
| NUVEEN/SEI TRUST COMPANY INVESTMENT SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $20.9M | 35.9% | |
| FIDELITY 500 INDEX FUND | Other securities | — | $8.3M | $11.6M | 19.9% | |
| CLIFFWATER CL FD | Other securities | — | $4.2M | $4.2M | 7.3% | |
| DODGE & COX DODGE & COX INTL STOCK FD | Other securities | — | $3.0M | $3.3M | 5.6% | |
| VANGUARD EQUITY INCOME FUND CL ADM | Other securities | — | $2.8M | $2.9M | 5.0% | |
| FIDELITY MID CAP INDEX | Other securities | — | $2.4M | $2.8M | 4.9% | |
| VANGUARD INTERNATIONAL GROWTH FUND CL ADM | Other securities | — | $2.4M | $2.4M | 4.1% | |
| FEDERATED HERMES GOVT OBLIGATIONS FUND CL PREM, CUSIP NO: 608919718 | Other securities | — | $1.7M | $1.7M | 2.9% | |
| MAINSTAY NYLI CBRE GLOBAL INFRASTRUCTURE FUND | Other securities | — | $1.6M | $1.6M | 2.8% | |
| NATIONWIDE INTL SMCP R6 | Other securities | — | $1.6M | $1.6M | 2.8% | |
| LOOMIS SAYLES SMALL CAP | Other securities | — | $1.4M | $1.6M | 2.7% | |
| VICTORY INTEGRITY SMALL CAP VALUE FD CL R6 | Other securities | — | $1.7M | $1.5M | 2.6% | |
| DFA EMERGING MARKETS | Other securities | — | $834K | $898K | 1.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $38K |
| — |
| MEADEN AND MOORE | 34-1818258 | — | NONE | $17K | — |
