Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLEAR INVESTMENT RESEARCH, LLC | 46-3868027 | — | NONE | $131K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | 06-6033492 | — | NONE | $154K | — |
| NYHART | 35-0966414 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PIMCO Long-Term Credit Instl Fund | Mutual Funds | — | $53.3M | $49.6M | 44.0% | |
| PIMCO Investment Grad Corp Bond Fund | Mutual Funds | — | $34.5M | $33.1M | 29.4% | |
| Aetna Life Insurance Co. | Common Stocks | — | $17.5M | $13.7M | 12.1% | |
| PIMCO Extended Duration Instl Fund | Mutual Funds | — | $7.8M | $6.6M | 5.9% | |
| Vanguard Extended Dur Trs Index Fund | Common Collective Trusts | — | $6.6M | $5.6M | 5.0% | |
| Fidelity Cash Reserves | Mutual Funds | — | $2.0M | $2.0M | 1.7% | |
| Ameritas Life Insurance | Other securities | — | $1.2M | $1.5M | 1.3% | |
| Aetna Life Insurance Co. | Common Stocks | — | $318K | $658K | 0.6% | |
| SEPARATE ACCOUNT 174 AETNA LIFE INSURANCE COMPANY · EIN 06-6033492 / PN 012 | Pooled Separate Account | — | — | $658K | 0.6% | |
| Fidelity Money Market Fund Treasury Portfolio | Mutual Funds | — | $8K | $8K | <0.1% | |
| Pooled separate account | Pooled Separate Accounts | — | $6K | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $139K |
| — |
