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 |
|---|---|---|---|---|---|
| EMPOWER RETIREMENT, LLC | 84-1233483 | — | NONE | $261K | — |
| LAWRENCE C. MUSGROVE ASSOCIATES INC | 54-0759756 | — | NONE | $130K | — |
| MERRILL LYNCH | 13-5674085 | — | NONE | $48K | — |
| O'DONOGHUE & O'DONOGHUE LLP | 53-0120528 | — | NONE | $16K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $15K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MM S&P 500(R) INDEX R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $2.5M | 1.7% |
| AMERICAN FUNDS AMERICAN BALANCED R4 AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $882K | 0.6% |
| MFS VALUE R3 MFS · EIN 90-0342299 / PN 000 | Pooled Separate Account | $492K | 0.3% |
| NEUBERGER BERMAN SUSTAINABLE EQ TRU NEUBERGER BERMAN · EIN 04-1590850 / PN 000 |
Pooled Separate Account |
| $485K |
| 0.3% |
| AMERICAN FUNDS EUROPACIFIC GROWTH R AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $308K | 0.2% |
| FRANKLIN MUTUAL GLOBAL DISCOVERY A FRANKLIN TEMPLETON INVESTMENTS · EIN 90-0342299 / PN 000 | Pooled Separate Account | $293K | 0.2% |
| PGIM JENNISON MID-CAP GROWTH A PGIM INVESTMENTS · EIN 90-0342299 / PN 000 | Pooled Separate Account | $213K | 0.1% |
| AMERICAN FUNDS NEW WORLD R4 AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | $180K | 0.1% |
| MFS UTILITIES R3 MFS · EIN 90-0342299 / PN 000 | Pooled Separate Account | $176K | 0.1% |
| MASSMUTUAL CORE BOND SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $0 | <0.1% |
