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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | 46-5378846 | — | NONE | $59K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
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 |
|---|---|---|---|
| WINSLOW LARGE CAP GROWTH CIT SEI TRUST COMPANY · EIN 84-4914573 / PN 142 | Common Collective Trust | $10.2M | 18.4% |
| MFS LARGE CAP VALUE CIT CLASS CT MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 003 | Common Collective Trust | $4.2M | 7.7% |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY TRUST · EIN 38-7289843 / PN 001 |
Common Collective Trust |
| $3.3M |
| 5.9% |
| WELLS FARGO STABLE VALUE FUND E WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001 | Common Collective Trust | $2.7M | 4.8% |
| MFS MID CAP GROWTH FUND CLASS CT MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 022 | Common Collective Trust | $1.9M | 3.5% |
