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 | $87K | — |
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | GOODLETTSVILLE, TN | NONE | $54K | — |
| REYNOLDS INVESTMENT CONSULTING | 20-1899564 | JERICHO, NY | NONE | $50K | — |
| ULLICO | 13-1423090 | SILVER SPRINGS, MD | NONE | $31K | — |
| REGIONS | 63-0371391 | BIRMINGHAM, AL | NONE | $19K | — |
| DANIELS, IRWIN & AYLOR |
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 |
|---|---|---|---|
| LV LARGECAP 1000 GROWTH INDEX FUND AMALGAMATED BANK · EIN 42-2032992 / PN 019 | Common Collective Trust | $11.5M | 25.6% |
| MULTI-EMPLOYER PROPERTY TRUST NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | $2.9M | 6.4% |
| 62-1802605 |
| MADISON, TN |
| NONE |
| $18K |
| — |
| GODWIN MORRIS LAURENZI BLOOMFIELD | 62-1371542 | MEMPHIS, TN | NONE | $8K | — |
| CORRY CAPITAL ADVISORS | 38-3889041 | PITTSBURG, PA | NONE | $7K | — |
| UNITED ACTUARIAL SERVICES | 35-2156428 | CARMEL, IN | NONE | $6K | — |
| AMALGAMATED BANK | 13-4920330 | NEW YORK, NY | NONE | $4K | — |
| NEWTOWER TRUST COMPANY | 52-6218800 | BETHESDA, MD | NONE | $0 | — |
| BOYD WATTERSON ASSET MANAGEMENT | — | CLEVELAND, OH | NONE | $0 | — |
| EXCHANGE TRADED FUND | — | — | NONE | $0 | — |
| LONGVIEW MID CAP 400 INDEX FUND AMALGAMATED BANK · EIN 13-4920330 / PN 011 |
Common Collective Trust |
| $2.6M |
| 5.9% |