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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $138K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WINTRUST INVESTMENTS LLC | 36-1245570 | — | ADVISOR | $41K | — |
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.
| % of plan | |||
|---|---|---|---|
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | $1.7M | 1.5% |
| GS STABLE VALUE INV1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | $652K | 0.6% |
| GG EUROPAC GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | $464K | 0.4% |
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | $308K | 0.3% |
| GG EUROPAC GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289844 / PN 001 | Common Collective Trust | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
