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 |
|---|---|---|---|---|---|
| ROBERT W. BAIRD & CO | 39-6037917 | — | ADVISOR | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 |
|---|---|---|---|
| NTGI COMMON DAILY S&P 500 EQUITY IN NORTHERN TRUST · EIN 45-6138589 / PN 001 | Common Collective Trust | $54.6M | 18.9% |
| MFB NTGI COMMON DAILY AGGREGATE BON NORTHERN TRUST · EIN 45-6138589 / PN 029 | Common Collective Trust | $19.1M | 6.6% |
| UNITEDHEALTH GROUP, INC. | 41-1321939 | — | NONE | $190K | — |
| BSWIFT, LLC | 36-4391310 | — | NONE | $99K | — |
| CLARION PARTNERS, LLC | 13-3379970 | — | NONE | $53K | — |
| NUVEEN ASSET MANAGEMENT | 27-4357327 | — | NONE | $47K | — |
| WILLIS TOWERS WATSON | 23-1159360 | — | NONE | $30K | — |
| DELTA DENTAL OF WI | 39-6094742 | — | NONE | $30K | — |
| EXPRESS SCRIPTS | 22-3461740 | — | NONE | $28K | — |
| WCM INVESTMENT MANAGEMENT | 95-3046237 | — | NONE | $20K | — |
| CLIFTONLARSONALLEN | 41-0746749 | — | NONE | $19K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | NONE | $5K | — |
| NTGI-QM COM DAILY RUSSELL 1000 VALU NORTHERN TRUST · EIN 45-6138589 / PN 008 |
Common Collective Trust |
| $13.6M |
| 4.7% |
