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 | -$47K | — |
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 |
|---|---|---|---|
| WCM FOCUS INTL GRWTH SEI TRUST COMPANY · EIN 84-2543540 / PN 135 | Common Collective Trust | $3.1M | 4.0% |
| RT GQG EM EQ CIT D RELIANCE TRUST COMPANY · EIN 82-6253445 / PN 011 | Common Collective Trust | $2.6M | 3.2% |
Common Collective Trust |
| $426K |
| 0.5% |
| GG MFS MID CP VAL 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | $164K | 0.2% |
| PARN SUSTAIN CR EQ 1 SEI TRUST COMPANY · EIN 85-3199856 / PN 144 | Common Collective Trust | $90K | 0.1% |
