Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLINGTON TRUST COMPANY, NA | 04-2755549 | BOSTON, MA | NONE | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIKICH CPA LLC | 36-3168081 | BROOKFIELD, WI | NONE |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Instl Index #94 | Other securities | — | $10.8M | $33.0M | 28.9% | |
| Doubleline Core Fix Income Fund I | Mutual Funds | — | $21.0M | $18.3M | 16.0% | |
| Vanguard Extended Mkt Instl Index Fd #856 | Other securities | — | $10.4M | $15.9M | 13.9% | |
| SCHRODER COLLECTIVE INVESTMENT TRUS SEI TRUST COMPANY · EIN 46-4679164 / PN 072 | Common Collective Trust | — | — | $9.2M | 8.0% | |
| SEI Trust Company Schroder International Alpha Trust | Other securities | — | $8.8M | $9.2M | 8.0% | |
| First American Prime Obligation Fund | Other securities | — | $9.0M | $9.0M | 7.8% | |
| CIF II GLOBAL AGGREGATE BOND FUND WELLINGTON TRUST COMPANY, NA · EIN 04-2755549 / PN 001 | Common Collective Trust | — | $9.7M | $8.1M | 7.1% | |
| Vanguard Total Int ST Idx Adm | Other securities | — | $7.3M | $7.3M | 6.4% | |
| AFL-CIO INVESTMENT TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 81-1009614 / PN 001 | Common Collective Trust | — | $3.1M | $6.2M | 5.4% | |
| Boyd Watterson GSA Fund, L.P. | OTHER | — | $4.6M | $4.4M | 3.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $21K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL CONSULTING | 13-1975125 | CHICAGO, IL | NONE | $130K | — |
| BENESYS, INC. | 39-1400101 | MILWAUKEE, WI | NONE | $52K | — |
| US BANK | 39-0152428 | MILWAUKEE, WI | NONE | $43K | — |
| THE PREVIANT LAW FIRM, S.C. | 39-1211596 | MILWAUKEE, WI | NONE | $36K | — |
| SEGAL ROGERSCASEY INC | 13-2646110 | NEW YORK, NY | NONE | $30K | — |
