Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | TRUSTEE | $225K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | 13-4008324 | — | NONE | $44K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MSCI ACWI INDEX NL FUND ZVRH STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 042 | Common Collective Trust | — | $31.2M | $40.1M | 24.2% | |
| State Street 20+ Year U.S. High Quality Corporate Bond NL Fund (CMFS) Common collective trust | Common Collective Trusts | — | $35.4M | $36.5M | 22.0% | |
| 20+YR US HGH QLTY CRP BOND NL FD STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 296 | Common Collective Trust | — | — | $36.5M | 22.0% | |
| LONG USCREDIT INDX NL FUND CME3NON STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 146 | Common Collective Trust | — | $27.2M | $29.9M | 18.0% | |
| 20+YR US TREAS STRIPS INDEX NL FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 169 | Common Collective Trust | — | $33.9M | $27.8M | 16.7% | |
| GLOBAL DEFENSIVE EQUITY NL CTF ZVNM STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 46-6399427 / PN 001 | Common Collective Trust | — | $11.3M | $15.0M | 9.1% | |
| USHIYLD BB-B CONSTD INDXNL CTF CM3Y STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-3508891 / PN 001 | Common Collective Trust | — | $8.9M | $11.7M | 7.1% | |
| LONG USTREASURY INDX NLFUND CM1NNON STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 479 | Common Collective Trust | — | $5.9M | $5.0M | 3.0% | |
| REAL ASSET NL FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 291 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $42K | — |
| CBIZ INC. | 31-1582098 | — | NONE | $9K | — |