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 |
|---|---|---|---|---|---|
| FIDELITY INV INST OPS | 04-2647786 | — | RECORDKEEPER | $539K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST CO. | 36-1561860 | — | INVESTMENT MANAGER | $245K | — |
| FIDUCIARY COUNSELORS |
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.
| % of plan | |||
|---|---|---|---|
| VANGUARD TARGET RETIRE 2035 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6568405 / PN 001 | Common Collective Trust | $88.6M | 15.1% |
| VANGUARD TARGET RETIRE 2030 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6565712 / PN 001 | Common Collective Trust | $83.0M | 14.2% |
| SPARTAN 500 INDEX POOL - CLASS C GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 130 | Common Collective Trust | $62.5M | 10.7% |
| VANGUARD TARGET RETIRE 2025 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6561512 / PN 001 | Common Collective Trust | $52.8M | 9.0% |
| VANGUARD TARGET RETIRE 2040 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6572691 / PN 001 | Common Collective Trust | $51.6M | 8.8% |
| VANGUARD TARGET RETIRE 2045 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6574391 / PN 001 | Common Collective Trust | $40.6M | 6.9% |
| INVESCO STABLE VALUE TRUST IVZ TRUST CO · EIN 84-1142974 / PN 001 | Common Collective Trust | $36.3M | 6.2% |
| VANGUARD TARGET RETIRE 2050 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6579799 / PN 001 | Common Collective Trust | $30.8M | 5.3% |
| VANGUARD TARGET RETIRE 2020 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6557902 / PN 001 | Common Collective Trust | $27.6M | 4.7% |
| VANGUARD TARGET RETIRE INCOME TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6551878 / PN 001 | Common Collective Trust | $27.4M | 4.7% |
| VANGUARD TARGET RETIRE 2055 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6587002 / PN 001 | Common Collective Trust | $22.0M | 3.7% |
| VANGUARD TARGET RETIRE 2060 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6588737 / PN 001 | Common Collective Trust | $10.1M | 1.7% |
| WESTFIELD SMALL/MID CAP GROWTH EQUI COMERICA BANK & TRUST, NATIONAL ASSOCIATION · EIN 82-6648070 / PN 001 | Common Collective Trust | $7.0M | 1.2% |
| VANGUARD TARGET RETIRE 2065 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6590672 / PN 001 | Common Collective Trust | $3.3M | 0.6% |
| SPARTAN TOTAL INTERNATIONAL INDEX GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 006 | Common Collective Trust | $922K | 0.2% |
| SPARTAN EXTENDED MARKET INDEX PL GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 007 | Common Collective Trust | $438K | <0.1% |
| VANGUARD TARGET RETIRE 2070 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7027268 / PN 001 | Common Collective Trust | $219K | <0.1% |
| RIVERBRIDGE SMID CAP GROWTH CIT C SEI TRUST COMPANY · EIN 83-4427312 / PN 001 | Common Collective Trust | $0 | <0.1% |
| FEDERATED CAPITAL PRESERVATION FD FEDERATE INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | $0 | <0.1% |
| 22-3709903 |
| — |
| INV. ADVISORY |
| $40K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | — | AUDIT | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCMERMOTT, WILL & SCHULTE LLP | 36-1453176 | — | LEGAL | $90K | — |
