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 |
|---|---|---|---|---|---|
| ZACK'S INVESTMENT MANAGEMENT | 36-3792197 | CHICAGO, IL | NONE | $103K | — |
| STATE STREET GLOBAL ADVISORS |
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.
| % of plan | |||
|---|---|---|---|
| BGO DIVERSIFIED US PROPERTY FUND NEW TOWER TRUST FUND · EIN 52-6218800 / PN 001 | Common Collective Trust | $8.9M | 6.4% |
| 04-1867445 |
| BOSTON, MA |
| NONE |
| $36K |
| — |
| CHARTWELL INVESTMENT MANAGEMENT | 23-2891243 | BERWYN, PA | NONE | $31K | — |
| PENN CAPITAL MANAGEMENT | 22-2796848 | PHILADELPHIA, PA | NONE | $25K | — |
| BOYD WATTERSON ASSET MGMT | 34-1922005 | CLEVELAND, OH | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHEM BLUE CROSS | 31-1440175 | INDIANAPOLIS, IN | NONE | $1.1M | — |
| NEW TOWER TRUST COMPANY | 30-0872552 | BETHESDA, MD | NONE | $79K | — |
| HARRIS, HARDIN & COMPANY, A.C. | 55-0756523 | HUNTINGTON, WV | NONE | $55K | — |
| TA REALTY CORE PROPERTY FUND | 04-3341880 | BOSTON, MA | NONE | $52K | — |
| CS MCKEE, LP | 25-1900687 | HERMITAGE, PA | NONE | $37K | — |
| AMERICAN BENEFIT CORPORATION | 55-0572859 | ONA, WV | NONE | $33K | — |
| STANDARD VALUATIONS | 41-1327339 | ST. PAUL, MN | NONE | $30K | — |
| UNITED ACTUARIAL SERVICES | 35-2156428 | CARMEL, IN | NONE | $26K | — |
| MEDICAL REVIEW INSTITUTE | 87-0515201 | SEATTLE, WA | NONE | $17K | — |
| LEDBETTER PARISI LLC | 03-0599899 | CENTERVILLE, OH | NONE | $16K | — |
| UNITED BANK | 55-1074313 | CHARLESTON, WV | NONE | $9K | — |
| JOHN F. DASCOLI. LLC | 20-5782053 | CHARLESTON, WV | NONE | $7K | — |
