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 | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $30K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $21K | — |
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 |
|---|---|---|---|
| AC RD 2040 TR XXII GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $6.9M | 4.6% |
| AC RD 2035 TR XXII GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $5.3M | 3.5% |
Common Collective Trust |
| $4.5M |
| 3.0% |
| AC RD 2055 TR XXII GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $4.4M | 3.0% |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | $3.5M | 2.4% |
| AC RD 2045 TR XXII GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $3.2M | 2.2% |
| AC RD 2060 TR XXII GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $2.4M | 1.6% |
| AC RD 2030 TR XXII GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $2.3M | 1.5% |
| AC IN RETIRE TR XXII GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $2.1M | 1.4% |
| AC RD 2025 TR XXII GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $1.2M | 0.8% |
| AC RD 2065 TR XXII GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $23K | <0.1% |
| AC IN RETIRE TR I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $0 | <0.1% |
