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 |
|---|---|---|---|---|---|
| PIERCE, FENNER AND SMITH | 13-5674085 | NEW YORK, NY | RECORDKEEPER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PUTNAM STABLE VALUE FUND MERRIL LYNCH FENNER & SMITH · EIN 13-5674085 / PN 000 | Common Collective Trust | $0 | — |
| STATE STREET RUSSELL SMALL CAP D MERRIL LYNCH FENNER & SMITH · EIN 13-5674085 / PN 000 | Common Collective Trust | $0 | — |
