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 |
|---|---|---|---|---|---|
| RAYMOND JAMES AND ASSOICATES INC | — | GRENADA, MS | NONE | $15K | — |
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | NONE | $14K | — |
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.
| % of plan | |||
|---|---|---|---|
| MYWAYRET LG CP GR CL R GREAT GRAY TRUST COMPANY · EIN 38-4139869 / PN 647 | Common Collective Trust | $1.2M | 26.0% |
| MYWAYRET LG CP VAL CL R GREAT GRAY TRUST COMPANY · EIN 38-7264527 / PN 690 | Common Collective Trust | $240K | 5.3% |
| MYWAYRET INTL GR CL R GREAT GRAY TRUST COMPANY · EIN 38-4139868 / PN 646 | Common Collective Trust | $192K | 4.2% |
| MYWAYRET MD CP GR CL R GREAT GRAY TRUST COMPANY · EIN 38-4139870 / PN 648 | Common Collective Trust | $190K | 4.2% |
| MYWAYRET SM CP GR CL R GREAT GRAY TRUST COMPANY · EIN 83-3963451 / PN 650 | Common Collective Trust | $182K | 4.0% |
| MYWAYRETIRE BALANCED CL R GREAT GRAY TRUST COMPANY · EIN 38-4139866 / PN 644 | Common Collective Trust | $165K | 3.6% |
| MYWAYRETIRE CORE BND CL R GREAT GRAY TRUST COMPANY · EIN 38-4139867 / PN 645 | Common Collective Trust | $125K | 2.8% |
| BR RUSSELL 2000 INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | $118K | 2.6% |
| MYWAYRET MD CP VAL CL R GREAT GRAY TRUST COMPANY · EIN 38-7264528 / PN 691 | Common Collective Trust | $98K | 2.2% |
| BLACKROCK US TPS IDX CL 1 GREAT GRAY TRUST COMPANY · EIN 38-4116835 / PN 510 | Common Collective Trust | $79K | 1.7% |
| MYWAYRT MULTSCTR BND CL R GREAT GRAY TRUST COMPANY · EIN 38-4139871 / PN 649 | Common Collective Trust | $69K | 1.5% |
| MYWAYRETIRE INDEX 2035 GREAT GRAY TRUST COMPANY · EIN 38-4065300 / PN 384 | Common Collective Trust | $58K | 1.3% |
| MYWAYRETIRE INDEX 2045 GREAT GRAY TRUST COMPANY · EIN 38-4065301 / PN 385 | Common Collective Trust | $41K | 0.9% |
| MYWAYRETIRE INDEX 2030 GREAT GRAY TRUST COMPANY · EIN 38-4065294 / PN 378 | Common Collective Trust | $38K | 0.9% |
| MYWAYRET SM CP VAL CL R GREAT GRAY TRUST COMPANY · EIN 85-3975085 / PN 651 | Common Collective Trust | $28K | 0.6% |
| MYWAYRETIRE INDEX 2050 GREAT GRAY TRUST COMPANY · EIN 38-4065307 / PN 391 | Common Collective Trust | $18K | 0.4% |
| MYWAYRETIRE COMMDTS CL R GREAT GRAY TRUST COMPANY · EIN 38-7264532 / PN 695 | Common Collective Trust | $17K | 0.4% |
| MYWAYRETIRE GLBL BND CL R GREAT GRAY TRUST COMPANY · EIN 38-7264531 / PN 694 | Common Collective Trust | $11K | 0.2% |
| MYWAYRETIRE INDEX 2040 GREAT GRAY TRUST COMPANY · EIN 38-4065295 / PN 379 | Common Collective Trust | $9K | 0.2% |
| BR MD CAP EQTY IDX CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | $6K | 0.1% |
| BR EAFE EQUITY IND R GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | $3K | <0.1% |
| MYWAYRETIRE INDEX RETIRE GREAT GRAY TRUST COMPANY · EIN 38-4065298 / PN 382 | Common Collective Trust | $883 | <0.1% |
| MYWAYRETIRE INDEX 2060 GREAT GRAY TRUST COMPANY · EIN 38-4065297 / PN 381 | Common Collective Trust | $519 | <0.1% |
| MYWAYRETIRE INDEX 2055 GREAT GRAY TRUST COMPANY · EIN 38-4065302 / PN 385 | Common Collective Trust | $0 | <0.1% |
| MYWAYRETIRE INDEX 2025 GREAT GRAY TRUST COMPANY · EIN 38-4065299 / PN 383 | Common Collective Trust | $0 | <0.1% |
| MYWYRET INTL VAL FD CL RJ GREAT GRAY TRUST COMPANY · EIN 38-4126285 / PN 589 | Common Collective Trust | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.