Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT FINANCIAL ADVISORS, LLC | 82-1061233 | — | NONE | $8K | — |
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $6K | — |
| STRATEGIC BENEFIT ADVISORS | 03-0415817 | — | NONE | $5K | — |
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CATERPILLAR INC. INVESTMENT TRUST CATERPILLAR INC. · EIN 32-0229540 / PN 032 | Master Trust | — | — | $16.7M | 98.6% |
| Notes receivable from Participant loans net of deemed distributions (various * participants ........................... maturity dates through March 9, 2029, various interest rates ranging from 3.25% to 8.50%) — | Participant loans | — | — | $176K | 1.0% |
