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 |
|---|---|---|---|---|---|
| MERCER INVESTMENTS | 36-2668272 | — | RECORDKEEPER | $5K | — |
| FIDELITY INVESTMENTS | 04-2647786 | — | RECORDKEEPER | $644 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| GROWTH COMPANY POOL FIDELITY · EIN 06-1194217 / PN 008 | Common Collective Trust | $0 | — |
| TOTAL RETURN BOND BLACKROCK · EIN 04-6171663 / PN 008 | Common Collective Trust | $0 | — |
| VANGUARD INST INTL STK MRKT INDX TR VANGUARD · EIN 23-1945930 / PN 008 | Common Collective Trust | $0 | — |
| VANGUARD INST TTL BOND MRKT IND TRU |
Common Collective Trust |
| $0 |
| — |
| OAKMARK FUND HARRIS ASSOCIATES · EIN 27-4432730 / PN 008 | Common Collective Trust | $0 | — |
| VANGUARD INST 500 INDEX TRUST VANGUARD · EIN 23-1945930 / PN 008 | Common Collective Trust | $0 | — |
| STABLE VALUE TRUST CLASS B1 INVESCO · EIN 84-1142974 / PN 008 | Common Collective Trust | $0 | — |
| TARGET RETIREMENT 2065 TRUST SELECT VANGUARD · EIN 23-1945930 / PN 008 | Common Collective Trust | $0 | — |
| TARGET RETIREMENT INC TRUST SELECT VANGUARD · EIN 23-1945930 / PN 008 | Common Collective Trust | $0 | — |
| TARGET RETIREMENT 2020 TRUST SELECT VANGUARD · EIN 23-1945930 / PN 008 | Common Collective Trust | $0 | — |
| TARGET RETIREMENT 2025 TRUST SELECT VANGUARD · EIN 23-1945930 / PN 008 | Common Collective Trust | $0 | — |
| TARGET RETIREMENT 2030 TRUST SELECT VANGUARD · EIN 23-1945930 / PN 008 | Common Collective Trust | $0 | — |
| TARGET RETIREMENT 2035 TRUST SELECT VANGUARD · EIN 23-1945930 / PN 008 | Common Collective Trust | $0 | — |
| TARGET RETIREMENT 2040 TRUST SELECT VANGUARD · EIN 23-1945930 / PN 008 | Common Collective Trust | $0 | — |
| TARGET RETIREMENT 2045 TRUST SELECT VANGUARD · EIN 23-1945930 / PN 008 | Common Collective Trust | $0 | — |
| TARGET RETIREMENT 2060 TRUST SELECT VANGUARD · EIN 23-1945930 / PN 008 | Common Collective Trust | $0 | — |
