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 |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC | 04-2530413 | — | THIRD PARTY ADMINISTRATO | $112K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $476K | — |
| MORGAN STANLEY GLOBAL BANKING OP | 20-8764829 | — | SERVICE PROVIDER | $99K | — |
| CARON BLETZER, PLLC | 22-2000222 |
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 |
|---|---|---|---|
| STATE ST S&P 500 INDEX SL SERIES F STATE STREET FUNDS · EIN 04-0025081 / PN 078 | Common Collective Trust | $181.7M | 11.3% |
| AB US LARGE CAP GROWTH CIT (W SERIE GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | $134.2M | 8.3% |
| — |
| SERVICE PROVIDER |
| $36K |
| — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $36K | — |
| CAPITAL GROUP 2035 TARGET DATE RETI CAPITAL GROUP · EIN 95-6597294 / PN 535 |
Common Collective Trust |
| $131.7M |
| 8.2% |
| CAPITAL GROUP 2045 TARGET DATE RETI CAPITAL GROUP · EIN 95-6597294 / PN 545 | Common Collective Trust | $94.5M | 5.9% |
| CAPITAL GROUP 2040 TARGET DATE RETI CAPITAL GROUP · EIN 95-6597294 / PN 540 | Common Collective Trust | $89.0M | 5.5% |
| CAPITAL GROUP 2030 TARGET DATE RETI CAPITAL GROUP · EIN 95-6597294 / PN 530 | Common Collective Trust | $88.2M | 5.5% |
| COLUMBIA TRUST DIVIDEND INCOME FUND AMERIPRISE TRUST COMPANY · EIN 87-1854339 / PN 219 | Common Collective Trust | $80.6M | 5.0% |
| CAPITAL GROUP 2025 TARGET DATE RETI CAPITAL GROUP · EIN 95-6597294 / PN 525 | Common Collective Trust | $68.5M | 4.2% |
| CAPITAL GROUP EUROPACIFIC GR U1 CIT AMERICAN FUNDS (CAPITAL TRUS · EIN 95-6597294 / PN 661 | Common Collective Trust | $67.8M | 4.2% |
| CAPITAL GROUP 2050 TARGET DATE RETI CAPITAL GROUP · EIN 95-6597294 / PN 550 | Common Collective Trust | $52.4M | 3.2% |
| CAPITAL GROUP 2055 TARGET DATE RETI CAPITAL GROUP · EIN 95-6597294 / PN 555 | Common Collective Trust | $36.9M | 2.3% |
| STATE STREET INTERNATIONAL INDEX SL STATE STREET FUNDS · EIN 90-0337987 / PN 229 | Common Collective Trust | $22.1M | 1.4% |
| CAPITAL GROUP 2060 TARGET DATE RETI CAPITAL GROUP · EIN 95-6597294 / PN 560 | Common Collective Trust | $15.9M | 1.0% |
| CAPITAL GROUP 2020 TARGET DATE RETI CAPITAL GROUP · EIN 95-6597294 / PN 520 | Common Collective Trust | $15.8M | 1.0% |
| GQG PARTNERS EMERGING MARKETS EQUIT RELIANCE FUNDS · EIN 82-6258259 / PN 012 | Common Collective Trust | $12.4M | 0.8% |
| CAPITAL GROUP 2015 TARGET DATE RETI CAPITAL GROUP · EIN 95-6597294 / PN 515 | Common Collective Trust | $8.4M | 0.5% |
| CAPITAL GROUP 2065 TARGET DATE RETI CAPITAL GROUP · EIN 95-6597294 / PN 565 | Common Collective Trust | $5.4M | 0.3% |
| CAPITAL GROUP 2010 TARGET DATE RETI CAPITAL GROUP · EIN 95-6597294 / PN 510 | Common Collective Trust | $2.9M | 0.2% |
