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 INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $14K | — |
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 |
|---|---|---|---|
| BLACKROCK EQUITY INDEX FEE CL 6 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | $118K | 78.8% |
| BLACKROCK EAFE EQUITY INDEX FEE CL GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | $19K | 12.6% |
| BLACKROCK MID CAP EQUITY INDEX FEE |
Common Collective Trust |
| $13K |
| 8.5% |
| BLACKROCK RUSSELL 2000 INDEX FEE CL GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | $0 | <0.1% |
