Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVESTMENT ADVISORY | $64K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMERICA BANK INSTITUTIONAL TRUST | 59-0700499 | — | TRUST | $41K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GS Finance Corp | Common Stocks | — | $4.0M | $4.0M | 13.5% | |
| Barclays Bank PLC | Common Stocks | — | $3.0M | $3.2M | 10.8% | |
| Bank Nova Scotia | Other securities | — | $3.0M | $3.2M | 10.8% | |
| UBS Bank | Other securities | — | $2.8M | $2.8M | 9.7% | |
| JP Morgan Chase Financial | Other securities | — | $2.0M | $2.3M | 7.8% | |
| JP Morgan Chase Financial | Other securities | — | $2.0M | $2.3M | 7.8% | |
| Bank Nova Scotia | Other securities | — | $2.0M | $2.1M | 7.2% | |
| Barclays Bank PLC | Common Stocks | — | $2.0M | $2.0M | 6.9% | |
| JP Morgan Chase Financial | Other securities | — | $1.0M | $1.2M | 4.0% | |
| Southern Calif Edison | Other securities | — | $769K | $755K | 2.6% | |
| Treasury Notes | U.S. Treasuries | — | $763K | $754K | 2.6% | |
| Treasury Note | U.S. Treasuries | — | $758K | $750K | 2.6% | |
| Intel Corp | Common Stocks | — | $763K | $750K | 2.6% | |
| Royal BK CDA | Other securities | — | $759K | $749K | 2.5% | |
| Bank of America Corp | Common Stocks | — | $759K | $747K | 2.5% | |
| Invesco Fin PLC | Mutual Funds | — | $752K | $742K | 2.5% | |
| Charles Schwab Corp. | Mutual Funds | — | $750K | $739K | 2.5% | |
| Comerica | Other securities | — | $82K | $82K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
