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 |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | NONE | $94K | — |
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 |
|---|---|---|---|
| ASSOCIATED BALANCED LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771933 / PN 001 | Common Collective Trust | $4.0M | 13.4% |
| ASSOCIATED AGG GRWTH LIFESTAGE FD ASSOCIATED TRUST COMPANT, N.A. · EIN 39-6771937 / PN 001 | Common Collective Trust | $2.3M | 7.6% |
| ASSOCIATED CONS GRTH LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771935 / PN 001 |
Common Collective Trust |
| $1.8M |
| 5.9% |
| MONEY MARKET COMMON TRUST FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 52-7241044 / PN 001 | Common Collective Trust | $1.7M | 5.7% |
| ASSOCIATED GROWTH BAL LIFESTAGE FD ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771934 / PN 001 | Common Collective Trust | $1.3M | 4.2% |
| ASSOCIATED GROWTH LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771936 / PN 001 | Common Collective Trust | $1.2M | 4.0% |
| ASSOCIATED CONSERV BAL LIFESTAGE FD ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771932 / PN 001 | Common Collective Trust | $151K | 0.5% |
