Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRIL LYNCH, PIERCE FENNER & SMITH | 13-5674085 | — | BROKER | $373K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA | 94-1687665 | — | TRUSTEE | $117K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Various | Other securities | — | $87.1M | $93.2M | 99.1% | |
| ARTISAN GLOBAL OPPORTUNITIES FUND SEI TRUST COMPANY · EIN 26-3653822 / PN 021 | Common Collective Trust | — | — | $13.6M | 14.5% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | AUDITOR | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON | — | ATLANTA, GA | ACTUARY | $94K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TERUMO CORP | — | SOMERSET, NJ | NONE | $14K | — |
