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 |
|---|---|---|---|---|---|
| AMERISERV TRUST & FINANCIAL SERVICE | — | JOHNSTOWN, PA | TRUSTEE | $8K | — |
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 |
|---|---|---|---|
| PATHROAD BALANCE GROWTH & INC AMERISERV TRUST & FINANCIAL SERVICES · EIN 54-2080038 / PN 001 | Common Collective Trust | $1.3M | 41.8% |
| PATHROAD CAPITAL APPRECIATION & INC AMERISERV TRUST & FINANCIAL SERVICES · EIN 54-2080043 / PN 001 | Common Collective Trust | $723K | 23.2% |
| PATHROAD CONSERVATIVE GROWTH & INC AMERISERV TRUST & FINANCIAL SERVICES · EIN 54-2080035 / PN 001 |
Common Collective Trust |
| $289K |
| 9.3% |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS INC · EIN 22-2712853 / PN 001 | Common Collective Trust | $74K | 2.4% |
| PATHROAD STRATEGIC CAP APPRECIATION AMERISERV TRUST & FINANCIAL SERVICES · EIN 82-1933023 / PN 001 | Common Collective Trust | $37K | 1.2% |
| PATHROAD STRATEGIC BAL GROWTH INC AMERISERV TRUST & FINANCIAL SERVICES · EIN 82-1945731 / PN 001 | Common Collective Trust | $11K | 0.3% |
| PATHROAD CONSERVATIVE FIXED INC AMERISERV TRUST & FINANCIAL SERVICES · EIN 54-2080030 / PN 001 | Common Collective Trust | $6K | 0.2% |
| PATHROAD LONG TERM EQUITY INC AMERISERV TRUST & FINANCIAL SERVICES · EIN 54-2080047 / PN 001 | Common Collective Trust | $6K | 0.2% |
| PATHROAD INTERMEDIATE TERM FIX INC AMERISERV TRUST & FINANCIAL SERVICES · EIN 54-2080032 / PN 001 | Common Collective Trust | $481 | <0.1% |
| PATHROAD STRATEGIC LONG TERM EQUITY AMERISERV TRUST & FINANCIAL SERVICES · EIN 82-1912135 / PN 001 | Common Collective Trust | $438 | <0.1% |
| PATHROAD STRATEGIC CONSERV GTH INC AMERISERV TRUST & FINANCIAL SERVICES · EIN 82-1960703 / PN 001 | Common Collective Trust | $0 | <0.1% |
