Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROSKAUER ROSE LLP | 13-1840454 | — | NONE | $203K | — |
| FUIMAN MOGILA, LLP | — | NEW YORK, NY | NONE | $62K | — |
| C & R CONSULTING, INC. | 13-3935364 | — | NONE | $41K | — |
| FIRST ACTUARIAL CONSULTING TEAM INC |
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 | |||||
|---|---|---|---|---|---|---|
| QMA WILSHIRE 5000 INDEX PRUDENTIAL INS. CO. · EIN 22-1211670 / PN 008 | Pooled Separate Account | — | $882K | $1.1M | 4.5% | |
| Citigroup Inc Bond 01/12/26 | Common Stock | — | $390K | $403K | 1.7% | |
| Wells Fargo & Co Bond 01/24/29 | Common Stock | — | $248K | $258K | 1.1% | |
| Anheuser-Busch Bond 06/01/30 | Other securities | — | $209K | $214K | 0.9% | |
| Williams Partners Bond 06/15/27 | Other securities | — | $202K | $210K | 0.9% | |
| JPMorgan 100% US Treasury MM MMA Demand Var. | U.S. Treasuries | — | $195K | $195K | 0.8% | |
| Bank of America Corp Bond 10/21/27 | Common Stock | — | $186K | $195K | 0.8% | |
| JP Morgan Chase Bond 01/06/42 | Other securities | — | $186K | $188K | 0.8% | |
| United States Treasury Note 02/15/26 | U.S. Treasuries | — | $171K | $169K | 0.7% | |
| Wells Fargo & Co Bond 10/23/26 3.000 % | Bonds / Notes | — | $160K | $167K | 0.7% | |
| Ryder System Inc Bond 06/15/27 | Common Stock | — | $158K | $164K | 0.7% | |
| Visa Inc Bond 12/14/25 | Common Stock | — | $158K | $163K | 0.7% | |
| United States Treasury Note 01/15/28 | U.S. Treasuries | — | $156K | $158K | 0.7% | |
| Bank of America Corp Bond 02/07/42 | Common Stock | — | $151K | $154K | 0.7% | |
| Energy Transfer Bond 05/15/30 | Other securities | — | $143K | $152K | 0.6% | |
| United States Treasury Note 01/31/30 | U.S. Treasuries | — | $152K | $152K | 0.6% | |
| United States Treasury Note 09/30/27 | U.S. Treasuries | — | $142K | $151K | 0.6% | |
| Charles Schwab Corp Bond 03/03/27 | Common Stock | — | $141K | $150K | 0.6% | |
| Xcel Energy Inc Bond 03/15/27 | Common Stock | — | $139K | $149K | 0.6% | |
| Goldman Sachs Bond 01/26/27 | Other securities | — | $144K | $149K | 0.6% | |
| Florida Power & Light Company Bond 04/01/28 | Other securities | — | $145K | $148K | 0.6% | |
| PayPal Holdings Inc Bond 10/01/26 | Common Stock | — | $141K | $148K | 0.6% | |
| ERP Operating LP Bond 08/01/27 | Other securities | — | $140K | $147K | 0.6% | |
| Baker Hughes LLC Bond 12/15/27 | Other securities | — | $139K | $146K | 0.6% | |
| Intercontinental Exchange Inc Bond 05/23/25 | Common Stock | — | $141K | $145K | 0.6% | |
| United States Treasury Note 08/15/28 N/A | U.S. Treasuries | — | $135K | $144K | 0.6% | |
| T-Mobile USA Inc Bond 02/15/28 | Common Stock | — | $134K | $143K | 0.6% | |
| John Deere Capital Bond 07/14/28 | Other securities | — | $139K | $142K | 0.6% | |
| Aercap Ireland Capital Bond 10/29/28 | Other securities | — | $131K | $141K | 0.6% | |
| Bristol-Myers Squibb Co Bond 02/22/31 | Common Stock | — | $138K | $138K | 0.6% | |
| AT&T Inc Bond 12/01/33 | Common Stock | — | $129K | $138K | 0.6% | |
| Verizon Communications Inc Bond 03/01/52 | Common Stock | — | $134K | $135K | 0.6% | |
| Goldman Sachs Bond 10/01/37 | Other securities | — | $129K | $134K | 0.6% | |
| United States Treasury Note 07/15/25 | U.S. Treasuries | — | $124K | $127K | 0.5% | |
| Duke Energy Corp Bond 09/01/26 | Common Stock | — | $120K | $126K | 0.5% | |
| Intel Corp Bond 02/10/28 | Common Stock | — | $124K | $125K | 0.5% | |
| State Street Corp Bond 08/03/26 | Common Stock | — | $123K | $124K | 0.5% | |
| Discover Financial Services Bond 11/29/32 | Other securities | — | $113K | $124K | 0.5% | |
| BHP Billiton Fin USA Ltd Bond 02/27/26 | Common Stock | — | $121K | $122K | 0.5% | |
| Comcast Corp Bond 04/01/40 | Common Stock | — | $115K | $118K | 0.5% | |
| United States Treasury Note 11/15/26 | U.S. Treasuries | — | $116K | $115K | 0.5% | |
| Altria Group Inc Bond 02/04/41 | Common Stock | — | $104K | $114K | 0.5% | |
| Royalty Pharma Bond 09/02/34 | Other securities | — | $111K | $113K | 0.5% | |
| JM Smucker Co Bond 11/15/33 | Common Stock | — | $110K | $112K | 0.5% | |
| Simon Ppty Group Bond 07/15/50 | Common Stock | — | $105K | $111K | 0.5% | |
| General Motors Financial Co Bond 01/07/34 | Common Stock | — | $111K | $110K | 0.5% | |
| Union Pacific Corp Bond 04/15/27 | Common Stock | — | $105K | $109K | 0.5% | |
| CVS Health Corp Bond 08/21/27 | Common Stock | — | $102K | $109K | 0.5% | |
| Broadcom Inc Bond 11/15/32 | Common Stock | — | $101K | $107K | 0.5% | |
| United States Treasury Note 02/15/27 | U.S. Treasuries | — | $108K | $106K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 26-3842522 |
| — |
| NONE |
| $40K |
| — |
| QUAN VEST CONSULTANTS INC | 11-2559669 | — | NONE | $31K | — |
| INSIGHT NORTH AMERICA LLC | 82-0983489 | — | NONE | $24K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $21K | — |
| MARSHALL & MOSS GROUP | 04-3652965 | — | NONE | $20K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $12K | — |
