This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHEIRON | 13-4215617 | — | NONE | $196K | — |
| TRI-STATE ADMINISTRATORS | 23-3478819 | — | NONE | $157K | — |
| SLEVIN & HART P.C. | 52-1708613 | — | NONE | $79K | — |
| CHARTWELL INVESTMENT PARTNERS LLC | 36-4776242 | — | NONE | $69K | — |
| CHEVY CHASE TRUST | — | BETHESDA, MD | NONE | $61K | — |
| WEDGE CAPITAL | 56-1557450 |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| THE ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006 | Common Collective Trust | $5.7M | 4.3% |
| JOHNSTON INTERNATIONAL EQUITY GROUP JOHNSTON ASSET MANAGEMENT CORPORATION · EIN 26-6493485 / PN 001 | Common Collective Trust | $3.7M | 2.9% |
| — |
| NONE |
| $50K |
| — |
| PNC | 22-1146430 | — | NONE | $46K | — |
| BARATZ & ASSOCIATES, P.A. | 22-2212404 | — | NONE | $41K | — |
| INTERCONTINENTAL REAL ESTATE CORP | 04-2895544 | — | NONE | $35K | — |
| JOHNSTON ASSET MANAGEMENT | 13-3257590 | — | NONE | $25K | — |
| MARK L IRVINGS ESQ | — | BROOKLINE, MA | NONE | $20K | — |
| MORGAN STANLEY | 26-4310632 | — | NONE | $19K | — |
| J A MARIANO AGENCY | — | ROSENHAYN, NJ | NONE | $0 | — |
