This is a pooled fund: many plans invest in it, and it holds the underlying securities.
This filing is a Direct Filing Entity (DFE) — a master trust or collective investment trust that pools assets from multiple participating plans. It does not have plan participants of its own, and the Plan Health Score formula doesn’t apply. Individual participant-facing plans that invest in this trust are the appropriate target for fiduciary analysis.
Cited interest vs pooled assets: cited interest sums what each participating plan reported holding in this trust, measured at that plan’s own year-end — and those filings span different years. Pooled assets is this single filing’s balance at one date. They’re independent measurements, so cited interest can land slightly above or below the pooled balance and won’t reconcile exactly.
This trust’s own Schedule of Assets is parsed — see the full holdings in the Investments section below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EAGLE CAPITAL MANAGEMENT, LLC | 22-3361201 | — | NONE | $594K | — |
| BARES CAPITAL MANAGEMENT, INC. | 74-2961140 | — | NONE | $140K | — |
| GAMCO ASSET MANAGEMENT | 13-4044521 | — | NONE | $92K | — |
| NEUBERGER BERMAN INV. ADVISERS, LLC | — | NEW YORK, NY | NONE | $86K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Historical Cost Account Name HANDY & HARMAN LTD. - POOL ONE Generated by Northern Trust from reviewed periodic data on 26 Feb 25 15,000.00045,000.00035,000.00035,000.00020,000.00010,000.00070,000.00040,000.00 | Common Stocks | — | $8K | $9K | <0.1% | |
| Historical Cost Account Name HANDY & HARMAN LTD. - POOL ONE Generated by Northern Trust from reviewed periodic data on 26 Feb 25 60,526.17047,903.14086,830.99021,984.03071,082.39038,918.490 | Common Stocks | — | $9K | $8K | <0.1% | |
| Historical Cost Account Name HANDY & HARMAN LTD. - POOL ONE Generated by Northern Trust from reviewed periodic data on 26 Feb 25 23,531.17023,347.46055,221.19045,425.39029,658.94028,303.71 | Common Stocks | — | $8K | $6K | <0.1% | |
| Historical Cost Account Name HANDY & HARMAN LTD. - POOL ONE Generated by Northern Trust from reviewed periodic data on 26 Feb 25 30,000.000 70,000.00020,000.000 | Common Stocks | — | — | $5K | <0.1% | |
| Historical Cost Account Name HANDY & HARMAN LTD. - POOL ONE Generated by Northern Trust from reviewed periodic data on 26 Feb 25 20,000.00020,000.00020,000.00018,000.00013,000.00025,000.00017,000.00012,000.00023,000.00015,000.00 | Common Stocks | — | $3K | $4K | <0.1% | |
| Historical Cost Account Name HANDY & HARMAN LTD. - POOL ONE Generated by Northern Trust from reviewed periodic data on 26 Feb 25 21,329.40084,463.48069,539.94035,805.66055,898.19022,747.56022,962.13038,090.45062,705.58 | Common Stocks | — | $2K | $4K | <0.1% | |
| Historical Cost Account Name HANDY & HARMAN LTD. - POOL ONE Generated by Northern Trust from reviewed periodic data on 26 Feb 25 25,000.00025,000.00013,000.00010,000.00095,000.00050,000.00045,000.00047,467.00025,000.00 | Common Stocks | — | $1K | $4K | <0.1% | |
| Historical Cost Account Name HANDY & HARMAN LTD. - POOL ONE Generated by Northern Trust from reviewed periodic data on 26 Feb 25 48,458.98050,675.10043,027.55027,788.16064,137.26090,764.16071,457.87067,496.97 | Common Stocks | — | $2K | $3K | <0.1% | |
| Historical Cost Account Name HANDY & HARMAN LTD. - POOL ONE Generated by Northern Trust from reviewed periodic data on 26 Feb 25 74,555.02069,979.48060,573.55043,196.98047,248.84043,363.30041,561.78024,610.83042,766.46058,505.50 | Common Stocks | — | $5K | $2K | <0.1% | |
| Historical Cost Account Name HANDY & HARMAN LTD. - POOL ONE Generated by Northern Trust from reviewed periodic data on 26 Feb 25 48,000.00057,000.00048,000.00091,000.000 | Common Stocks | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
Plans whose Form 5500 Schedule D names this trust as a pooled investment they hold. Each links to its own filing.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $193K | — |
