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 |
|---|---|---|---|---|---|
| AON INVESTMENTS USA INC | 37-6543784 | — | ADVISOR | $334K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL BANK | 42-1466678 | DES MOINES, IA | TRUSTEE | $40K | — |
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 | |||
|---|---|---|---|
| LONG CREDIT BOND FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 040 | Common Collective Trust | $29.9M | 42.4% |
| US LONG GOVERNMENT BOND INDEX FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 042 | Common Collective Trust | $14.0M | 19.9% |
| CORE REAL ESTATE FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 037 | Common Collective Trust | $4.3M | 6.1% |
| GLOBAL EQUITY FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 004 | Common Collective Trust | $3.8M | 5.4% |
| NON-US EQUITY FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 005 | Common Collective Trust | $3.1M | 4.5% |
| LARGE CAP EQUITY FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 002 | Common Collective Trust | $2.5M | 3.5% |
| INTERMEDIATE CREDIT BOND FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 038 | Common Collective Trust | $2.3M | 3.3% |
| LARGE CAP EQUITY INDEX FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 046 | Common Collective Trust | $2.2M | 3.2% |
| NON-US EQUITY INDEX FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 044 | Common Collective Trust | $2.1M | 3.0% |
| MULIT-ASSET CREDIT FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 041 | Common Collective Trust | $2.0M | 2.9% |
| SMALL & MID CAP EQUITY FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 003 | Common Collective Trust | $1.4M | 2.0% |
| HIGH YIELD PLUS FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 007 | Common Collective Trust | $219K | 0.3% |
| GLOBAL REAL ESTATE FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 006 | Common Collective Trust | $167K | 0.2% |
| US INTERMEDIATE GOVERNMENT BOND IND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 043 | Common Collective Trust | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | ACTUARY | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $24K | — |
