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 |
|---|---|---|---|---|---|
| CONGRESS ASSET MANAGEMENT | — | BOSTON, MA | NONE | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | NONE | $21K | — |
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 | |||
|---|---|---|---|
| LONGVIEW TOTAL MARKET 1500 INDEX AMALGAMATED BANK · EIN 13-4920330 / PN 007 | Common Collective Trust | $6.8M | 42.8% |
| PARAMETRIC DEFENSE EQUITY FUND NORTHERN TRUST · EIN 45-2531297 / PN 001 | Common Collective Trust | $1.5M | 9.7% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHEIRON | 13-4215617 | — | NONE | $36K | — |
| MARQUETTE ASSOCIATES | — | CHICAGO, IL | NONE | $13K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $8K | — |
| ADP | — | ROSELAND, NJ | NONE | $6K | — |
