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 | $7K | — |
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 |
|---|---|---|---|
| MISSIONSQ PLUS R13 VANTAGETRUST COMPANY, LLC · EIN 52-7193751 / PN 001 | Common Collective Trust | $536K | 3.5% |
| CT EMRG MKT OPP A AMERIPRISE TRUST COMPANY · EIN 81-4389578 / PN 093 | Common Collective Trust | $0 | <0.1% |
