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 |
|---|---|---|---|---|---|
| ROBERT W. BAIRD & COMPANY | 39-6037917 | — | ADVISOR | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 |
|---|---|---|---|
| NTGI COM DAILY S&P500 EQTY NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 001 | Common Collective Trust | $37.3M | 19.0% |
| NTGI COM DAILY AGGREGATE BOND FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 029 | Common Collective Trust | $16.8M | 8.5% |
| UNITED HEALTH CARE | 41-1321939 | — | NONE | $302K | — |
| BSWIFT, LLC | 36-4391310 | — | NONE | $210K | — |
| EXPRESS SCRIPTS | 22-3461740 | — | NONE | $55K | — |
| CLARION PARTNERS, LLC | 13-3379970 | — | NONE | $36K | — |
| NUVEEN ASSET MANAGEMENT | 27-4357327 | — | NONE | $31K | — |
| WILLIS TOWERS WATSON | 23-1159360 | — | NONE | $30K | — |
| DELTA DENTAL OF WI | 39-6094742 | — | NONE | $14K | — |
| WCM INVESTMENT MGMT | 95-3046237 | — | NONE | $14K | — |
| CLIFTONLARSONALLEN | 41-0746749 | — | NONE | $6K | — |
| NTGI-QM COM DAILY RUSSELL 1000 VALU NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 008 |
Common Collective Trust |
| $9.2M |
| 4.7% |
