Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLINGTON TRUST | 27-2594633 | — | NONE | $170K | — |
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | NONE | $62K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Payden & Rygel Corporate Bond Fund | Other securities | — | $27.9M | $25.1M | 18.0% | |
| Vanguard Institutional Index Fund | Other securities | — | $17.4M | $24.8M | 17.8% | |
| Registered Investment Companies BlackRock Strategic Income Opportunities | Other securities | — | $24.6M | $23.8M | 17.1% | |
| CTF GLOBAL OPPORTUNITIES PORTFOLIO WELLINGTON TRUST COMPANY, NA · EIN 20-5832863 / PN 001 | Common Collective Trust | — | $7.3M | $18.3M | 13.2% | |
| Vanguard ST Inflation - Protected Inx | Other securities | — | $10.1M | $10.2M | 7.3% | |
| Mainstay Mackay High Yield Corporate Bond Fund | Other securities | — | $10.1M | $10.1M | 7.2% | |
| Vanguard Total Bond Market Index Fund Op | Other securities | — | $10.3M | $9.7M | 7.0% | |
| Vanguard Total World Stock ETF ETP | Other securities | — | $3.6M | $8.5M | 6.1% | |
| CTF SMALL CAP OPPORTUNITIES WELLINGTON TRUST COMPANY, NA · EIN 02-0586111 / PN 001 | Common Collective Trust | — | $4.6M | $4.9M | 3.5% | |
| Federated Hermes Government Obligations Fund | Other securities | — | $3.4M | $3.4M | 2.5% | |
| CTF MID-CAP OPPORTUNITIES PORTFOLIO WELLINGTON TRUST COMPANY, NA · EIN 04-3531764 / PN 001 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUSCO GALLAGHER & PORCARO LLP | 20-0467468 | — | ATTORNEY | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CENTRAL DATA SERVICES, INC | 25-1352803 | — | NONE | $115K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUCK GLOBAL, LLC | 13-3954297 | — | NONE | $41K | — |
| HIGHMARK | 56-2526063 | — | ADMINISTRATOR | $40K | — |
| THOMAS F. DUZAK | 26-3625263 | — | PLAN FIDUCIARY | $31K | — |
| WITHUMSMITH & BROWN PC | 22-2027092 | — | NONE | $31K | — |
| WAYNE CHAMBERS | 26-3625263 | — | PLAN FIDUCIARY | $26K | — |
| HOWARD KLINE | 26-3625263 | — | PLAN FIDUCIARY | $26K | — |
| JAMES CARNEY | 26-3625263 | — | PLAN FIDUCIARY | $26K | — |
| PAUL WHITEHEAD | 26-3625263 | — | PLAN FIDUCIARY | $26K | — |
| PNC BANK | 22-1146430 | — | NONE | $9K | — |
