Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL TRUST COMPANY - IR&M | 26-3761443 | — | TRUSTEE | $10K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| IR+M INTERMEDIATE CORPORATE CF INCOME RESEARCH AND MANAGEMENT · EIN 37-6567224 / PN 006 | Common Collective Trust | — | $9.5M | $11.2M | 37.8% | |
| State Street Intermediate U.S. Fund 258,043 shares | Other securities | — | $6.5M | $7.1M | 23.9% | |
| SSGA US INTERMEDIATE GOVNMT INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 144 | Common Collective Trust | — | — | $7.1M | 23.9% | |
| Willis Towers Watson Group Trust LCF 356,524 shares | Common Stocks | — | $3.4M | $4.2M | 14.1% | |
| WTW GROUP TRUST - LONG CREDIT FUND TOWERS WATSON INVESTMENT SERVICES, INC. · EIN 82-6695738 / PN 004 | Common Collective Trust | — | — | $4.2M | 14.1% | |
| Willis Towers Watson Group Trust DCF 211,655 shares | Common Stocks | — | $2.1M | $2.9M | 9.7% | |
| WTW GROUP TRUST - DIVERSIFIED CF TOWERS WATSON INVESTMENT SERVICES, INC. · EIN 82-6695738 / PN 001 | Common Collective Trust | — | — | $2.9M | 9.7% | |
| SSGA US LONG GOVNMT INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 142 | Common Collective Trust | — | $3.0M | $2.8M | 9.3% | |
| BPPR Bank Deposit Open Account Open Deposit Account; Interest rate at 4.78% | Bonds / Notes | — | — | $877K | 2.9% | |
| LGIM MSCI ACWI CIT FUND RELIANCE TRUST COMPANY OF DELAWARE · EIN 35-7085469 / PN 011 | Common Collective Trust | — | $339K | $682K | 2.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
