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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $21K | — |
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 | |||
|---|---|---|---|
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | $1.3M | 4.1% |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | $1.3M | 4.0% |
| GG EUROPAC GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | $1.3M | 3.9% |
| LZD EMRG MKTS EQ ADV GREAT GRAY TRUST COMPANY · EIN 26-3783871 / PN 938 | Common Collective Trust | $378K | 1.2% |
