Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT FINANCIAL ADVISORS | — | CHARLOTTE, NC | AFFILIATE OF RECORDKEEPER | $405K | — |
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NYL PROGRESS-SHARING INV PROG TRUST NEW YORK LIFE INSURANCE COMPANY · EIN 52-2278711 / PN 001 | Master Trust | — | — | $1.1B | 98.2% |
| Notes Receivable from Participants Participant Loans (for 2024, 8.50%- 9.50% interest rate) | Participant loans | — | — | $20.7M | 1.8% |
