| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON INVESTMENT SVCS, INC. | — | ARLINGTON, VA | NONE | $368K | — |
| FORVIS MAZARS, LLP | 44-0160260 | — | NONE | $80K | — |
| WELLS FARGO | — | SAN FRANCISCO, CA | NONE | $31K | — |
| HEALTHCARE POLICY ROUNDTABLE LLC | — | WASHINGTON, DC | NONE | $30K | — |
| U.S. BANK NATIONAL ASSOCIATION | 31-0841368 | — | NONE | $24K | — |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
