Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINSCOMB & WILLIAMS | 20-3395446 | — | INV. ADVISORY | $82K | — |
| FID INST ASSET MANAGEMENT CO | 20-4659714 | — | INV. ADVISORY | $79K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FIAM 8-10 YEAR CORP BOND COMM PL FID INST ASSET MANAGEMENT CO · EIN 20-4659714 / PN 155 | Common Collective Trust | — | $13.2M | $12.4M | 35.4% | |
| FIAM LONG DURATION COMM PL FID INST ASSET MANAGEMENT CO · EIN 20-4659714 / PN 053 | Common Collective Trust | — | $12.5M | $9.9M | 28.2% | |
| FIAM LONG CORPORATE COMM PL FID INST ASSET MANAGEMENT CO · EIN 20-4659714 / PN 187 | Common Collective Trust | — | $5.1M | $4.3M | 12.2% | |
| Fidelity 500 Index Mutual fund | Other securities | — | $1.7M | $3.5M | 9.9% | |
| Global Ex US Index Mutual fund | Other securities | — | $1.6M | $1.9M | 5.3% | |
| Columbia Mid Cap Index Mutual fund | Other securities | — | $1.8M | $1.6M | 4.7% | |
| FIAM LONG US TREAS STRIPS COMM PL FID INST ASSET MANAGEMENT CO · EIN 20-4659714 / PN 120 | Common Collective Trust | — | $2.7M | $1.5M | 4.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
