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 |
|---|---|---|---|---|---|
| BAIRD ADVISORS | 39-6037917 | — | NONE | $43K | — |
| BMO HARRIS BANK NA | 36-2085229 | — | NONE | $10K | — |
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 |
|---|---|---|---|
| JONES DAIRY FARM MASTER TRUST PLAN JONES DAIRY FARM & SUBSIDIARY · EIN 39-0380850 / PN 100 | Master Trust | $12.0M | 100.0% |
