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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $255K | — |
| SAGEVIEW ADVISORY GRP LLC | 33-0818667 | — | NONE | $40K | — |
| APRIO LLC | 57-1157523 | — | NONE | $27K | — |
| CBIZ B & I | 31-1582098 | — | NONE | $27K | — |
| LITTLER MENDELSON, PC | 94-2602731 | — | NONE | $15K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — |
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 |
|---|---|---|---|
| PUTNAM LG CP VL TR IA WILMINGTON TRUST COMPANY · EIN 04-6407893 / PN 275 | Common Collective Trust | $2.1M | 3.8% |
| MORLEY STABLE VALUE FUND UNION BOND & TRUST COMPANY · EIN 93-2674329 / PN 001 | Common Collective Trust | $2.0M | 3.7% |
| EAGLE MID CAP GROWTH CIT WILMINGTON TRUST COMPANY · EIN 83-0524193 / PN 004 | Common Collective Trust | $1.4M | 2.6% |
| NONE |
| $6K |
| — |
| AB US SMALL CAP GROWTH CIT WILMINGTON TRUST COMPANY · EIN 38-4116832 / PN 531 | Common Collective Trust | $873K | 1.6% |
| MFS MID CAP VALUE FUND; CLASS 2W GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | $812K | 1.5% |
