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 |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | 13-2638166 | — | NONE | $54K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $39K | — |
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 |
|---|---|---|---|
| ONE AMERICA STABLE VALUE FUND ONE AMERICA · EIN 39-6490536 / PN 001 | Common Collective Trust | $0 | <0.1% |