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 |
|---|---|---|---|---|---|
| SEI INVESTMENTS | 23-1707341 | — | NONE | $1.4M | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $71K | — |
| DELAWARE CHARTER GUARANTEE & TRUST | 51-0099493 | — | NONE | $67K | — |
| NOVAK FRANCELLA | 61-1436956 | — | NONE | $35K | — |
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 |
|---|---|---|---|
| SEI SPECIAL SITUATIONS COLLECTIVE T SEI TRUST COMPANY · EIN 27-0977453 / PN 038 | Common Collective Trust | $35.2M | 9.1% |
| SEI CORE PROPERTY INVESTMENT TRUST SEI TRUST COMPANY · EIN 27-3224429 / PN 045 | Common Collective Trust | $21.8M | 5.7% |
| SEI GLOBAL PRIVATE ASSETS IV COLLEC SEI TRUST COMPANY · EIN 81-5067490 / PN 103 |
Common Collective Trust |
| $17.7M |
| 4.6% |
| SEI GLOBAL PRIVATE ASSETS V COLLEC SEI TRUST COMPANY · EIN 84-3069065 / PN 136 | Common Collective Trust | $10.5M | 2.7% |