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 US LLC | 53-0181291 | — | NONE | $229K | — |
| HIGHLAND CONSULTING | 34-1753575 | — | NONE | $32K | — |
| REA & ASSOCIATES | 34-1310124 | — | NONE | $24K | — |
| CAPITAL INTERNATIONAL, INC | 95-4154361 | — | NONE | $23K | — |
| KEYBANK NATIONAL ASSOCIATION | 34-0797057 | — | NONE | $21K | — |
| SEGAL SELECT INSURANCE SERVICES, IN |
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 |
|---|---|---|---|
| CG-LONG DURATION CREDIT TRUST CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 293 | Common Collective Trust | $10.6M | 36.0% |
| S&P 500 FLAGSHIP NL FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 004 | Common Collective Trust | $6.1M | 20.8% |
| — |
| NEW YORK, NC |
| NONE |
| $14K |
| — |
| WALTER & HAVERFIELD, LLP | 34-0602148 | — | NONE | $10K | — |
| WELLINGTON TRUST COMPANY, NA | 04-2755549 | — | NONE | $9K | — |
| STATE STREET GLOBAL TRUST COMPANY | 81-4017137 | — | NONE | $0 | — |
| WTC-CIF SMALL CAP OPP FUND WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 012 |
Common Collective Trust |
| $2.1M |
| 7.3% |
| WTC-CIF INTERNATIONAL RESEARCH EQUI WELLINGTON TRUST COMPANY NA · EIN 04-2767481 / PN 036 | Common Collective Trust | $872K | 3.0% |
| 20+ YR US TREASURY STRIPS INDEX NL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 169 | Common Collective Trust | $701K | 2.4% |
