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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 26-4310632 | — | INVESTMENT ADVISOR | $64K | — |
| MORGAN STANLEY SMITH |
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 | |||
|---|---|---|---|
| J H ENTERPRISE MS GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289853 / PN 001 | Common Collective Trust | $4.4M | 14.4% |
| PIONEER LG CAP GR TR GREAT GRAY TRUST COMPANY · EIN 81-4278868 / PN 290 | Common Collective Trust | $2.9M | 9.5% |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | $1.0M | 3.3% |
| 24-4310632 |
| — |
| INVESTMENT ADVISOR |
| $15K |
| — |
