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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $104K | — |
| LOCKTON INVESTMENT ADVISORS LLC | 20-8874282 | — | NONE | $55K | — |
| CHARLES SCHWAB TRUST BANK | 42-1558009 | — | NONE | $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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| AB US LARGE CAP GROWTH COLLECTIVE ALLIANCEBERNSTEIN LP · EIN 04-6948485 / PN 007 | Common Collective Trust | $6.8M | 12.8% |