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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $28K | — |
| STRATEGIC ADVISORS, INC. |
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.
| % of plan | |||
|---|---|---|---|
| CG 2025 TRGT DATE R1 GREAT GRAY TRUST COMPANY, LLC · EIN 99-1247497 / PN 004 | Common Collective Trust | $10.2M | 20.4% |
| CG 2030 TRGT DATE R1 GREAT GRAY TRUST COMPANY, LLC · EIN 99-1247497 / PN 005 | Common Collective Trust | $8.2M | 16.4% |
| CG 2035 TRGT DATE R1 GREAT GRAY TRUST COMPANY, LLC · EIN 99-1247497 / PN 006 | Common Collective Trust | $3.9M | 7.7% |
| CG 2020 TRGT DATE R1 GREAT GRAY TRUST COMPANY, LLC · EIN 99-1247497 / PN 003 | Common Collective Trust | $3.0M | 6.1% |
| CG 2040 TRGT DATE R1 GREAT GRAY TRUST COMPANY, LLC · EIN 99-1247497 / PN 007 | Common Collective Trust | $2.9M | 5.8% |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | $2.1M | 4.2% |
| CG 2045 TRGT DATE R1 GREAT GRAY TRUST COMPANY, LLC · EIN 99-1247497 / PN 008 | Common Collective Trust | $1.6M | 3.2% |
| CG 2055 TRGT DATE R1 GREAT GRAY TRUST COMPANY, LLC · EIN 99-1247497 / PN 010 | Common Collective Trust | $1.3M | 2.6% |
| CG 2050 TRGT DATE R1 GREAT GRAY TRUST COMPANY, LLC · EIN 99-1247497 / PN 009 | Common Collective Trust | $849K | 1.7% |
| CG 2015 TRGT DATE R1 GREAT GRAY TRUST COMPANY, LLC · EIN 99-1247497 / PN 002 | Common Collective Trust | $595K | 1.2% |
| CG 2060 TRGT DATE R1 GREAT GRAY TRUST COMPANY, LLC · EIN 99-1247497 / PN 011 | Common Collective Trust | $468K | 0.9% |
| CG 2065 TRGT DATE R1 GREAT GRAY TRUST COMPANY, LLC · EIN 99-1247497 / PN 012 | Common Collective Trust | $425K | 0.9% |
| CG 2010 TRGT DATE R1 GREAT GRAY TRUST COMPANY, LLC · EIN 99-1247497 / PN 001 | Common Collective Trust | $302K | 0.6% |
| AC SM CAP VAL II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126250 / PN 554 | Common Collective Trust | $238K | 0.5% |
| CG 2070 TRGT DATE R1 GREAT GRAY TRUST COMPANY, LLC · EIN 99-1247497 / PN 013 | Common Collective Trust | $81 | <0.1% |
| 04-2654524 |
| — |
| ADVISOR |
| $12K |
| — |
