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 |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON | 23-1159630 | — | NONE | $1.3M | — |
| LIFEWORKS (US) LTD. | 52-1883918 | — | NONE | $662K | — |
| MERCER | 13-2834414 | — | NONE | $265K | — |
| THOMAS WYNVEEN | — | ALAMEDA, CA | NONE | $218K | — |
| MERCER INVESTMENT MANAGEMENT | 30-0282430 | — | NONE | $211K | — |
| STATE STREET BANK & TRUST | 04-1867445 |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| STATE STREET BANK SHORT TERM INVEST STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 000 | Common Collective Trust | $293K | 87.0% |
| — |
| NONE |
| $101K |
| — |
| AGILIS PARTNERS LLC | 04-3513306 | — | NONE | $16K | — |
| MCCONNELL VALDES LLC | 66-0226027 | — | NONE | $3K | — |