This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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 |
|---|---|---|---|
| WP SR AGGRESSIVE 2 ALTA TRUST COMPANY · EIN 81-2752913 / PN 001 | Common Collective Trust | $2.8M | 56.5% |
| WP SR GROWTH 2 ALTA TRUST COMPANY · EIN 81-2787171 / PN 001 | Common Collective Trust | $1.5M | 31.4% |
| WP SR BALANCED 2 |
Common Collective Trust |
| $433K |
| 8.8% |
| WP SR CONSEVATIVE 2 ALTA TRUST COMPANY · EIN 81-2856710 / PN 001 | Common Collective Trust | $107K | 2.2% |
| WP SR MODERATE 2 ALTA TRUST COMPANY · EIN 81-2877419 / PN 001 | Common Collective Trust | $57K | 1.2% |
