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 |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INVESTMENT MANAGEMENT | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $18K | — |
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.
| % of plan | |||
|---|---|---|---|
| METLIFE SV FD SER 25053 CI 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | $1.5M | 16.4% |
| PRIN/BR S&P MID INDEX CIT N35 SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | $669K | 7.3% |
| BLACKROCK EQTY INDEX FD CI 46 WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | $88K | 1.0% |
| PRIN/BR INTL EQ INDX CIT TR SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | $30 | <0.1% |
| PRIN/BR S&P 500 INDEX CIT TR SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | $27 | <0.1% |
| PRIN/MFS VALUE CIT TR SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | $9 | <0.1% |
| PRIN/BR S&P MID INDEX CIT TR SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | $7 | <0.1% |
| PRIN/BR RUSS 2000 I CIT TR SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | $7 | <0.1% |
| PRIN/MULTI SM CAP CIT TR SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | $4 | <0.1% |
| PRIN/T.ROWE I LGC GR CIT TR SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | $3 | <0.1% |
| ALLSPRING CORE BD CIT TR SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | $1 | <0.1% |
| GALLIARD STABLE RETURN PNTR SEI TRUST COMPANY · EIN 46-6208187 / PN 001 | Common Collective Trust | $0 | <0.1% |
| PRIN/BR AGG BD INDEX CIT TR SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | $0 | <0.1% |
| PRIN/D&C INT BOND CIT TR SEI TRUST COMPANY · EIN 47-6566265 / PN 001 | Common Collective Trust | $0 | <0.1% |
