Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHEM | 31-1440175 | — | NONE | $63K | — |
| BENESYS | — | CANFIELD, OH | NONE | $61K | — |
| THE SEGAL GROUP | — | CLEVELAND, OH | NONE | $42K | — |
| ASHER KELLY | — | SOUTHFIELD, MI | NONE | $36K | — |
| SHEET METAL WORKERS LOCAL 33 CCA | — | AUSTINTOWN, OH | NONE | $25K | — |
| PACKER THOMAS | 34-1667340 | — | NONE |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Baird Intermediate Bond Fund | — | — | $9.0M | $8.5M | 60.2% | |
| Vanguard Total Stk Mkt Index | — | — | $1.2M | $2.5M | 17.6% | |
| Federated Hermes Govt. Obligations | — | — | $1.5M | $1.5M | 10.6% | |
| Vanguard Total Int St Index | — | — | $800K | $943K | 6.6% |
| $12K |
| — |
| SEGAL MARCO ADVISORS | — | CHICAGO, IL | NONE | $9K | — |
| CUNI, RUST & STRENK | — | CINCINNATI, OH | NONE | $8K | — |
| PNC | — | CLEVELAND, OH | NONE | $6K | — |
