Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN | 38-2069753 | — | NONE | $837K | — |
| BENESYS INC | 38-2383171 | — | NONE | $248K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Putnam Short Duration Income Fund | Other securities | — | $4.4M | $4.5M | 15.3% | |
| S J P Morgan Core Plus Bond Fund | Mutual Funds | — | $2.7M | $2.5M | 8.6% | |
| Loomis Sayles Funds Bond Fund | Other securities | — | $2.3M | $2.2M | 7.5% | |
| Fidelity 500 Index Fund | Other securities | — | $1.3M | $1.8M | 6.1% | |
| Franklin Templeton Global Fond Fund A 483 Advisors Inner Circle Kopernik Global All-Cap Fund Class A | Other securities | — | $1.3M | $1.4M | 4.6% | |
| Hamlin Funds High Dividend Equity Fund | Other securities | — | $941K | $1.2M | 4.1% | |
| Calamos Market NEU Inc Fund A | Common Stock | — | $948K | $1.0M | 3.5% | |
| First Eagle Gold Fund A | Other securities | — | $582K | $950K | 3.2% | |
| Nuveen Symphony Floating Rate Income Fund | Bonds / Notes | — | $950K | $917K | 3.1% | |
| Fifth Third Bank Goldman Sachs Financial Square Government Institutional | Other securities | — | $785K | $785K | 2.7% | |
| Fidelity Mid Cap Index Fund | Other securities | — | $643K | $783K | 2.7% | |
| LONGVIEW BUILD AMERICA BOND VEBA FU AMALGAMATED BANK · EIN 90-0533698 / PN 017 | Common Collective Trust | — | $127K | $203K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| STEFANSKY, HOLLOWAY, NICHOLS, INC | 38-2388845 | — | NONE | $188K | — |
| NOVARA TESIJA PLLC | 38-2823147 | — | NONE | $155K | — |
| LAURA SCOTT | — | TROY, MI | NONE | $85K | — |
| BRENDA O'MALLEY | — | TROY, MI | NONE | $71K | — |
| HEATHER LIGGET | — | TROY, MI | NONE | $70K | — |
| STACEY LOVELACE | — | TROY, MI | NONE | $69K | — |
| CALL A DOCTOR | — | CANTON, MI | NONE | $64K | — |
| ROWLA HAMIEL | — | TROY, MI | NONE | $63K | — |
| AMERICAN GRAPHICS | — | CLINTON TOWNSHIP, MI | NONE | $62K | — |
| JOCELYN PHILLIPS | — | TROY, MI | NONE | $61K | — |
| CHRISTINA BLANKENSHIP | — | TROY, MI | NONE | $53K | — |
| SALUS GROUP | — | STERING HEIGHTS, MI | NONE | $49K | — |
| QUADIENT FINANCE | — | CAROL STREAM, IL | NONE | $37K | — |
| BENDA, GRACE, STULZ & COMPANY PC | 38-2284921 | — | NONE | $28K | — |
| THE SEGAL GROUP | 13-1975125 | — | NONE | $10K | — |
| MORGAN STANLEY | — | BIRMINGHAM, MI | NONE | $10K | — |
