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 CAPITAL MANAGEMENT | 27-5440911 | MEMPHIS, TN | NONE | $103K | — |
| COLUMBIA INVESTMENT MANAGEMENT | 04-3480839 | KANSAS CITY, MO | NONE | $25K | — |
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 | |||
|---|---|---|---|
| UBC RUSSELL 3000 INDEX TRUST INVESCO MULTI-SERIES FUNDS II, LLC · EIN 85-3357652 / PN 001 | Common Collective Trust | $31.3M | 79.6% |
| MULTI-EMPLOYER PROPERTY TRUST NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | $8.0M | 20.4% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY WEALTH MANAGEMENT | 26-4310632 | INDIANAPOLIS, IN | NONE | $276K | — |
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | GOODLETTSVILLE, TN | NONE | $132K | — |
| DANIELS, IRWIN & AYLOR | 62-1802605 | MADISON, TN | NONE | $31K | — |
| GODWIN MORRIS LAURENZI & BLOOMFIELD | 62-1371542 | MEMPHIS, TN | NONE | $13K | — |
| OSBORN, CARREIRO & ASSOCIATES | 71-0631123 | LITTLE ROCK, AR | NONE | $5K | — |
| NEWTOWER TRUST COMPANY | 20-1641876 | BETHESDA, MD | NONE | $0 | — |
| INTERCONTINENTAL REAL ESTATE CORP. | 04-2895544 | BOSTON, MA | NONE | $0 | — |
| MONEY MARKET, MUTUAL & ETF FUNDS | — | — | NONE | $0 | — |
