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 |
|---|---|---|---|---|---|
| FIRST CITIZENS BANK | — | RALEIGH, NC | NONE | $35K | — |
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | NONE | $16K | — |
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 | |||
|---|---|---|---|
| SCH MNGD RET TRST 2025 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | $2.9M | 15.8% |
| SCH MNGD RET TRST 2035 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | $2.9M | 15.7% |
| SCH MNGD RET TRST 2030 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | $1.9M | 10.3% |
| SCH MNGD RET TRST 2040 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | $1.8M | 9.5% |
| SCH MNGD RET TRST 2050 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | $1.1M | 6.0% |
| SCH MNGD RET TRST 2015 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 006 | Common Collective Trust | $1.0M | 5.6% |
| SCH MNGD RET TRST 2045 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | $1.0M | 5.6% |
| SCH MNGD RET TRST 2020 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | $597K | 3.2% |
| SCH MNGD RET TRST 2060 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | $521K | 2.8% |
| SCH MNGD RET TRST INC IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 005 | Common Collective Trust | $504K | 2.7% |
| AB US LARGE CAP GROWTH CIT (W SERIE WILMINGTON TRUST · EIN 38-4116831 / PN 509 | Common Collective Trust | $334K | 1.8% |
| SCH MNGD RET TRST 2055 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | $260K | 1.4% |
| SCH MNGD RET TRST 2010 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 001 | Common Collective Trust | $137K | 0.7% |
| COHEN & STEERS US REALTY CIT CL A SEI CIT · EIN 46-3411346 / PN 064 | Common Collective Trust | $1K | <0.1% |
