| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KARPUS | 16-1290558 | — | INVESTMENT MANAGER | $56K | — |
| EAGLE | 22-3361201 | — | INVESTMENT MANAGER | $7K | — |
| CAPITAL GROUP | 95-1411037 | — | INVESTMENT MANAGER | $7K | — |
| HARDING LOEVNER | 27-0684167 | — | INVESTMENT MANAGER | $6K | — |
| DIAMOND HILL | 31-1019984 | — | INVESTMENT MANAGER | $5K | — |
| HARRIS | 04-3276558 | — |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| INVESTMENT MANAGER |
| $5K |
| — |
| JENNISON | 52-2069785 | — | INVESTMENT MANAGER | $5K | — |
| SHAPIRO | 20-4196445 | — | INVESTMENT MANAGER | $5K | — |
| YACKTMAN | 36-3780592 | — | INVESTMENT MANAGER | $4K | — |
| GRANITE | 27-0225271 | — | INVESTMENT MANAGER | $3K | — |
| NUVEEN | 27-4357327 | — | INVESTMENT MANAGER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TEAL BECKER & CHIARAMONTE, CPAS P.C | 14-1624930 | — | ACCOUNTING/AUDITING | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARTER SECREST & EMERY LLP | 16-0766172 | — | ATTORNEY/LEGAL | $15K | — |
