| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRIL LYNCH | 13-5674085 | — | — | $164K | — |
| UFCW PENSION ADMIN FUND | 34-1019035 | — | — | $74K | — |
| THE SEGAL COMPANY | 13-1975125 | — | — | $74K | — |
| CUNNINGHAM & ASSOCIATES | 38-3349378 | — | — | $41K | — |
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.
| USI INSURANCE | — | VIRGINIA BEACH, VA | — | $13K | — |
| WAINBLAT LAW LLC | 85-4381750 | — | — | $9K | — |
| BANK OF AMERICA | — | — | — | $5K | — |