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 INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $20K | — |
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 |
|---|---|---|---|
| WT BR LIFEPATH RET WILMINGTON TRUST · EIN 26-3773846 / PN 157 | Common Collective Trust | $938K | 15.9% |
| WT BR LIFEPATH 2045 WILMINGTON TRUST · EIN 26-3770058 / PN 150 | Common Collective Trust | $559K | 9.5% |
Common Collective Trust |
| $345K |
| 5.9% |
| WT BR LIFEPATH 2030 WILMINGTON TRUST · EIN 26-3770302 / PN 153 | Common Collective Trust | $345K | 5.9% |
| WT BR LIFEPATH 2025 WILMINGTON TRUST · EIN 26-3773730 / PN 154 | Common Collective Trust | $322K | 5.5% |
| WT BR LIFEPATH 2035 WILMINGTON TRUST · EIN 26-3770263 / PN 152 | Common Collective Trust | $266K | 4.5% |
| WT BR LIFEPATH 2050 WILMINGTON TRUST · EIN 26-3763061 / PN 149 | Common Collective Trust | $254K | 4.3% |
| LA TOTAL RETURN BP WILMINGTON TRUST, N.A. · EIN 82-1151625 / PN 324 | Common Collective Trust | $238K | 4.0% |
| WT BR LIFEPATH 2055 WILMINGTON TRUST · EIN 46-3302432 / PN 178 | Common Collective Trust | $230K | 3.9% |
| WT BR LIFEPATH 2060 WILMINGTON TRUST · EIN 47-2700166 / PN 158 | Common Collective Trust | $227K | 3.9% |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | $62K | 1.1% |
