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 |
|---|---|---|---|---|---|
| HIGHLAND ASSOCIATES, INC. | 63-0955503 | — | INVESTMENT ADVISORY | $92K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC | — | LOUISVILLE, KY | TRUSTEE | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 |
|---|---|---|---|
| CAHABA PARTNERS EQUITY PLUS FUND GLOBAL TRUST COMPANY · EIN 61-1865746 / PN 001 | Common Collective Trust | $13.0M | 23.7% |
| CAHABA PARTNERS TACTICAL EQUITY FUN GLOBAL TRUST COMPANY · EIN 37-1939267 / PN 001 | Common Collective Trust | $4.2M | 7.7% |
| MERCER | 13-2834414 | — | ACTUARY | $177K | — |
| CAHABA PARTNERS TOTAL RETURN CIT GLOBAL TRUST COMPANY · EIN 38-7142055 / PN 001 |
Common Collective Trust |
| $2.3M |
| 4.2% |
| CAHABA PARTNERS PUBLIC INFLATION HE GLOBAL TRUST COMPANY · EIN 47-4601867 / PN 001 | Common Collective Trust | $1.7M | 3.2% |
