Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUCK GLOBAL, LLC | 13-3954297 | — | NONE | $82K | — |
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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| WTC-CIF II US INV GRD CRP LONG BOND WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 189 | Common Collective Trust | — | $504K | $479K |
| 27.2% |
| LEGAL & GEN LONG DUR US CREDIT CIT RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 020 | Common Collective Trust | — | $481K | $479K | 27.1% |
| Vanguard Group World Fund | — | — | $406K | $350K | 19.8% |
| Vanguard Group Index 500 Admiral | — | — | $86K | $180K | 10.2% |
| Vanguard Group Total International Stock Index Admiral | — | — | $93K | $104K | 5.9% |
| Vanguard Group Small Cap Index Admiral | — | — | $45K | $72K | 4.1% |
| Vanguard Group Scottsdale Long Term Govt Bond Index Admiral | — | — | $76K | $71K | 4.0% |
| Vanguard Group Bond Index Admiral Class | — | — | $14K | $14K | 0.8% |
| Vanguard Group Reserve Federal Money Market | — | — | $11K | $11K | 0.6% |
| WESTERN ASSET LONG DUR CREDIT CIF HAND BENEFITS & TRUST COMPANY · EIN 74-2008758 / PN 155 | Common Collective Trust | — | — | $0 | <0.1% |
