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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAYCE WEEMS DBA WEEMS & ROBERTSON | — | AUSTIN, TX | OTHER | $49K | — |
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 | |||
|---|---|---|---|
| INVESCO STABLE VALUE TRUST CLASS I INVESCO FUNDS · EIN 84-1142974 / PN 001 | Common Collective Trust | $5.0M | 2.4% |
| — |
| TULSA, OK |
| OTHER |
| $20K |
| — |
| CHARLES SCHWAB & CO, INC. | 94-1737782 | — | NONE | $5 | — |
