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 |
|---|---|---|---|---|---|
| M & T INVESTMENT GROUP | 16-0538020 | BUFFALO, NY | CUSTODIAN | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAVASTA AND COMPANY INC | 13-3879959 | NEW YORK, NY | TPA/ACTUARY | $944K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 |
|---|---|---|---|
| PRIN U.S. PROPERTY SA-PG12 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | $13.5M | 8.7% |
| Indirect comp |
|---|
| INVESTMENT CONSULTING SERVICES LLC | 32-0016703 | OAK BROOK, IL | NONE | $125K | — |
| BOSTON TRUST & INVESTMENT MANAGEMEN | 04-2273811 | BOSTON, MA | NONE | $47K | — |
| SAMUEL GOLDSTEIN & CO., P.C. | 11-2478817 | GREAT NECK, NY | NONE | $44K | — |
| WEAVER AND TIDWELL, L.L.P. | 75-0786316 | NEW YORK, NY | NONE | $36K | — |
| F/M INVESTMENTS, LLC | 93-4308588 | WASHINGTON, DC | NONE | $22K | — |
| BOYD WATTERSON ASSET MANGAEMENT LLC | 34-1922005 | CLEVELAND, OH | NONE | $15K | — |
| RHUMBLINE ADVISORS LIMITED PARTNERS | 04-3118582 | BOSTON, MA | NONE | $9K | — |
| ZIEGLER CAPITAL MANAGEMENT LLC | 85-0597999 | CHICAGO, IL | NONE | $6K | — |
| MANNING & RUSSO | — | BRONXVILLE, NY | NONE | $5K | — |
