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 |
|---|---|---|---|---|---|
| SHEET METAL CONTROL BOARD | 41-1392797 | — | NONE | $350K | — |
| GREAT LAKES ADVISORS | 80-0292839 | — | NONE | $226K | — |
| MEKETA INVESTMENT GROUP | 04-2659023 | — | NONE | $105K | — |
| THE SEGAL COMPANY | 13-1975125 | — | NONE | $64K | — |
| UNION BANK & TRUST | 41-1267434 | — | NONE | $47K | — |
| SHUMAKER, LOOP & KENDRICK, LLP |
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 |
|---|---|---|---|
| L&G S&P 500 CIT FUND RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 005 | Common Collective Trust | $33.9M | 8.3% |
| AQR DIVERSIFYING STRATEGIES CIF GLOBAL TRUST COMPANY · EIN 90-6194032 / PN 008 | Common Collective Trust | $32.6M | 8.0% |
| 34-4439491 |
| — |
| NONE |
| $44K |
| — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $34K | — |
| LEXINGTON PARTNERS | 26-3860011 | — | NONE | $30K | — |
| SIERRA INVESTMENT MANAGEMENT | 68-0370668 | — | NONE | $8K | — |
| UNION FIRST LASER TECHNOLOGIES | — | WEST SALEM, WI | NONE | $7K | — |
| KOVITZ INVESTMENT GROUP | 91-2198169 | — | NONE | $7K | — |
| ALTRINSIC COLLECTIVE INVESTMENT TST GLOBAL TRUST COMPANY · EIN 36-7634097 / PN 001 |
Common Collective Trust |
| $30.0M |
| 7.4% |
| AFL-CIO BUILDING INVESTMENT TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 52-6328901 / PN 001 | Common Collective Trust | $10.1M | 2.5% |
