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 |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS RET. SOLUTIONS | 47-3764076 | PITTSBURGH, PA | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS WEALTH MGMT ADV. | 25-1857157 | PITTSBURGH, PA | INVESTMENT ADVISOR | $13K | — |
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 |
|---|---|---|---|
| BLACKROCK EQUITY INDEX FUND R GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | $445K | 55.8% |
| BLACKROCK MID CAP EQUITY INDEX FD R GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | $110K | 13.7% |
Common Collective Trust |
| $90K |
| 11.2% |
| BLACKROCK MSCI ACWI EX-U.S. IDX FD GREAT GRAY TRUST COMPANY · EIN 81-1950980 / PN 013 | Common Collective Trust | $70K | 8.7% |
| EMERGING MARKETS FUND CLASS R1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | $46K | 5.8% |
| CLEARBRIDGE LARGE CAP GROWTH CIT GREAT GRAY TRUST COMPANY · EIN 82-3106705 / PN 345 | Common Collective Trust | $22K | 2.7% |
| RELIANCE TRUST CO STABLE VALUE FUND RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | $9K | 1.1% |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | $8K | 1.0% |
