| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONRAD SIEGEL INVESTMENT ADVISORS | 01-0726056 | — | NONE | $30K | — |
| CONRAD SIEGEL | 23-1669823 | HARRISBURG, PA | NONE | $24K | — |
| CHARLES SCHWAB TRUST BANK | — | AUSTIN, TX | NONE | $16K | — |
| ARTISAN PARTNERS LIMITED PARTNERSHI | 39-1811840 | — | NONE | $0 | — |
| BAILLIE GIFFORD OVERSEAS LIMITED | — | — | NONE | $0 | — |
| COHEN & STEERS CAPITAL MANAGEMENT, |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| 14-1904657 |
| — |
| NONE |
| $0 |
| — |
| DIMENSIONAL FUND ADVISORS LP | 30-0447847 | — | NONE | $0 | — |
| FIDELITY MANAGEMENT & RESEARCH COMP | 06-1194217 | — | NONE | $0 | — |
| J.P. MORGAN INVESTMENT MANAGEMENT, | 13-2624428 | — | NONE | $0 | — |
| BLACKROCK FUND ADVISORS | 51-0318674 | — | NONE | $0 | — |
