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 |
|---|---|---|---|---|---|
| USI ADVISORS, INC. | 06-1397347 | — | INVESTMENT ADVISOR | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLAINS CAPITAL BANK | 75-0910774 | — | TRUSTEE | $14K | — |
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 |
|---|---|---|---|
| BLACKROCK MSCI ACWI EX-US FD R GREAT GRAY TRUST COMPANY, LLC · EIN 81-1950980 / PN 013 | Common Collective Trust | $1.9M | 18.5% |
| WTC-CIF II US INV GR CORP LONG 1 WELLINGTON TRUST COMPANY NA · EIN 04-6913417 / PN 189 | Common Collective Trust | $1.6M | 15.3% |
| CIF II US LONG STRIPS SERIES 1 WELLINGTON TRUST COMPANY NA · EIN 04-6913417 / PN 182 |
Common Collective Trust |
| $995K |
| 9.7% |
| COHEN & STEERS US REALTY FUND RS SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | $458K | 4.4% |
