Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| identifies Identity of issuer, party-in- borrower, lessor, Current interest or similar party Description of Investment Value * American Trust Vanguard 500 Index Fund Admiral | Other securities | — | — | $1.2M | 22.3% | |
| AMERICAN TRUST COMPANY STABLE VALUE AMERICAN TRUST COMPANY · EIN 37-1992955 / PN 008 | Common Collective Trust | — | — | $861K | 15.5% | |
| American Trust American Funds Washington Mutual R6 | Other securities | — | — | $835K | 15.1% | |
| American Trust Dodge & Cox Income Fund | Other securities | — | — | $712K | 12.9% | |
| American Trust American Funds Europacific Growth R6 | Other securities | — | — | $331K | 6.0% | |
| American Trust Vanguard Growth Index Admiral | Other securities | — | — | $303K | 5.5% | |
| American Trust Vanguard Mid Cap Index Admiral | Other securities | — | — | $235K | 4.2% | |
| American Trust Vanguard International Value Fund | Other securities | — | — | $219K | 3.9% | |
| American Trust Vanguard Mid Cap Value Index Admiral | Other securities | — | — | $174K | 3.1% | |
| American Trust Vanguard Small Cap Index Admiral | Other securities | — | — | $118K | 2.1% | |
| American Trust American Funds New World R6 | Other securities | — | — | $112K | 2.0% | |
| American Trust American Funds US Government Sec R6 | Other securities | — | — | $105K | 1.9% | |
| Participant Loans Participant Loans - Interest rate of 7.0%-10.5% | Bonds / Notes | — | — | $98K | 1.8% | |
| American Trust T. Rowe Price Diversified Mid Cap Growth | Other securities | — | — | $59K | 1.1% | |
| American Trust UTS WPS Target Risk - Mod II | Other securities | — | — | $49K | 0.9% | |
| American Trust UTS WPS Target Risk - Consv II | Other securities | — | — | $39K | 0.7% | |
| American Trust DFA Real Estate Securities | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
