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 |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 11-3658445 | INDIANAPOLIS, IN | NONE | $191K | — |
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | GOODLETTSVILLE, TN | NONE | $98K | — |
| RBC GLOBAL ASSET MANAGEMENT | 41-1460668 | MINNEAPOLIS, MN | NONE | $59K | — |
| WEDGE CAPITAL MANAGEMENT | 56-1557450 | CHARLOTTE, NC | NONE | $37K | — |
| GORDON LAW LLC | — | SHARPSBURG, GA | NONE | $23K | — |
| UNITED ACTUARIAL SERVICE |
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LEGAL & GENERAL S&P 500 CIT FUND LEGAL & GENERAL COLLECTIVE FUNDS · EIN 58-1428634 / PN 456 | Common Collective Trust | $6.1M | 10.7% |
| PGIM REAL ESTATE UNION MORTGAGE ACC PRUDENTIAL INSURANCE CO. · EIN 22-1211670 / PN 040 |
| 35-2156428 |
| CARMEL, IN |
| NONE |
| $21K |
| — |
| KSDT & CO, LLC | 26-0547877 | WESTON, FL | NONE | $18K | — |
| SEGALL BRYANT & HAMILL, LLC | 41-1788385 | CHICAGO, IL | NONE | $18K | — |
| FOUNDRY PARTNERS, LLC | 46-1184506 | MINNEAPOLIS, MN | NONE | $13K | — |
| PRUDENTIAL INSURANCE CO. | 22-1211670 | NEW YORK, NY | NONE | $0 | — |
| MONEY MARKET, MUTUAL & ETFS | — | — | NONE | $0 | — |
| IRONWOOD PARTNERS | — | SAN FRANCISCO, CA | NONE | $0 | — |
Pooled Separate Account |
| $2.3M |
| 4.1% |
