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 |
|---|---|---|---|---|---|
| GEORGE JOHNSON & CO | 27-0475249 | — | INVESTMENT MANAGEMENT | $15K | — |
| KESTRA FINANCIAL, INC. | 47-1566880 | — | INVESTMENT MANAGEMENT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | TRUSTEE | $71K | — |
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 |
|---|---|---|---|
| FIAM PENSION JOURNEY 70-30 COMM PL FID INST ASSET MANAGEMENT CO · EIN 20-4659714 / PN 151 | Common Collective Trust | $6.1M | 100.0% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INST ASSET MANAGEMENT CO | 20-4659714 | — | INVESTMENT MANGEMENT | $4K | — |
