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 |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | NONE | $81K | — |
| MERRILL LYNCH | 13-2859641 | — | NONE | $49K | — |
| NORTHWESTERN MUTUAL | 52-2114207 | — | NONE | $47K | — |
| LEHMAN BROTHERS, INC. | — | NASHVILLE, TN | NONE | $17K | — |
| ROBERT W BAIRD & CO. INC. | 39-6037917 | — | NONE | $15K | — |
| CAPWEALTH ADVISORS | — |
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 |
|---|---|---|---|
| WESTERN ASSET CORE BOND CIT GREAT GRAY TRUST COMPANY LLC · EIN 82-4408926 / PN 373 | Common Collective Trust | $0 | <0.1% |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | $0 | <0.1% |
| FRANKLIN, TN |
| NONE |
| $14K |
| — |
| ALLIANCE BERNSTEIN | 87-0746508 | WHITE PLAINS, NY | NONE | $13K | — |
| RBC CAPITAL MARKETS LLC | 41-1416330 | — | NONE | $13K | — |
| MORGAN STANLEY | 26-4310632 | — | NONE | $8K | — |
| BENJAMIN F EDWARDS & CO. | 26-3199152 | — | NONE | $7K | — |
