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 | $116K | — |
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 | |||
|---|---|---|---|
| BTC EQUITY INDEX J BLACKROCK INST. TRUST COMPANY, N.A. · EIN 35-2439538 / PN 001 | Common Collective Trust | $10.9M | 18.5% |
| BTC LPTH IDX 2055 W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1102204 / PN 001 | Common Collective Trust | $6.1M | 10.3% |
| BTC LPATH IDX RET W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1103620 / PN 001 | Common Collective Trust | $6.0M | 10.1% |
| BTC LPTH IDX 2030 W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1035932 / PN 001 | Common Collective Trust | $5.7M | 9.7% |
| BTC LPTH IDX 2050 W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1081397 / PN 001 | Common Collective Trust | $5.5M | 9.3% |
| BTC LPTH IDX 2035 W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1053383 / PN 001 | Common Collective Trust | $5.5M | 9.2% |
| BTC LPTH IDX 2060 W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1102365 / PN 001 | Common Collective Trust | $5.5M | 9.2% |
| BTC LPTH IDX 2040 W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1054299 / PN 001 | Common Collective Trust | $4.1M | 7.0% |
| BTC LPTH IDX 2045 W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1081115 / PN 001 | Common Collective Trust | $4.0M | 6.8% |
| BTC LPTH IDX 2065 W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1130439 / PN 001 | Common Collective Trust | $1.6M | 2.7% |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | $1.5M | 2.5% |
| BTC EXTENDED MKTS K BLACKROCK INST. TRUST COMPANY, N.A. · EIN 94-3199860 / PN 001 | Common Collective Trust | $933K | 1.6% |
| BTC TOTAL RETURN L BLACKROCK INSTITUTIONAL TRUST CO NA · EIN 93-2706044 / PN 001 | Common Collective Trust | $450K | 0.8% |
| BTC ACWI EX US IMI L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-1538506 / PN 001 | Common Collective Trust | $43K | <0.1% |
| BTC US DEBT INDEX M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-4395752 / PN 001 | Common Collective Trust | $20K | <0.1% |
| BTC STR COMP NL M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 46-3525011 / PN 001 | Common Collective Trust | $3K | <0.1% |
| BTC TOTAL RETURN L BLACKROCK INSTITUTIONAL TRUST CO NA · EIN 94-3112180 / PN 001 | Common Collective Trust | $0 | <0.1% |
| BTC LPTH IDX 2025 W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1035812 / PN 001 | Common Collective Trust | $0 | <0.1% |
