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 |
|---|---|---|---|---|---|
| U.S. BANK | 41-6271370 | — | RECORD KEEPER TRUSTEE | $96K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT | 04-2683227 | — | INVESTMENT MANAGEMENT | $947K | — |
| 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 |
|---|---|---|---|
| CIF GLOBAL RESERVE EQUITY WELLINGTON · EIN 04-2767481 / PN 028 | Common Collective Trust | $22.8M | 5.7% |
| WTC II DOWNSIDE ALPHA OPPORTUNITY WELLINGTON · EIN 04-6913417 / PN 163 | Common Collective Trust | $12.2M | 3.0% |
| WILLIS TOWERS WATSON | 53-0181291 | — | ACTUARY, ADMINISTRATOR | $1.0M | — |
Common Collective Trust |
| $11.4M |
| 2.8% |
| CTF DURABLE COMPANIES WELLINGTON · EIN 46-3572913 / PN 001 | Common Collective Trust | $0 | <0.1% |
| CTF GLOBAL QUALITY GROWTH WELLINGTON · EIN 47-6422291 / PN 001 | Common Collective Trust | $0 | <0.1% |
