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 |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | CHICAGO, IL | NONE | $15K | — |
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $13K | — |
| MUTUAL ADVISORS, LLC | — | ST LOUIS, MO | NONE | $11K | — |
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 |
|---|---|---|---|
| LRG CP GRWTH FD III CL R1 WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-7275327 / PN 001 | Common Collective Trust | $653K | 11.0% |
| WILMNGTN MD CP GRWTH R1 WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-4126247 / PN 549 | Common Collective Trust | $317K | 5.3% |
| FPATH IDX AGGRSVE RET R1 WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 47-2836296 / PN 225 |
Common Collective Trust |
| $163K |
| 2.7% |
| FPATH INDX CNSRVTV RET R1 WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 47-2264760 / PN 212 | Common Collective Trust | $31K | 0.5% |
| FPATH INDEX MODRTE RET R1 WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 47-2851418 / PN 226 | Common Collective Trust | $25K | 0.4% |
| SM CAP VAL II CL R1 WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-4126250 / PN 554 | Common Collective Trust | $3K | <0.1% |
| AB US LG CP GRW (W) CL R WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-4116831 / PN 509 | Common Collective Trust | $0 | <0.1% |
