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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE CO. OF CANADA | 38-1082080 | — | INSURANCE PROVIDER | $3K | — |
| NORTHWEST MUTUAL | 39-0509570 | — | INSURANCE PROVIDER | $1K | — |
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 |
|---|---|---|---|
| INVESCO STABLE VALUE TRUST CLASS A1 INVESCO FUNDS · EIN 84-1142974 / PN 001 | Common Collective Trust | $3.4M | 8.0% |
| INVESCO STABLE VALUE FUND INVESCO FUNDS · EIN 84-1142974 / PN 001 | Common Collective Trust | $0 | <0.1% |
