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 |
|---|---|---|---|---|---|
| KEYBANK NATIONAL ASSOCIATION | 35-2004557 | — | NONE | $29K | — |
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 |
|---|---|---|---|
| FIAM 8-10 YEAR CORPORATE BOND FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 155 | Common Collective Trust | $2.2M | 38.6% |
| FIAM LONG CORPORATE A OR BETTER FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 103 | Common Collective Trust | $1.4M | 24.2% |
| FIAM LONG DURATION FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 053 | Common Collective Trust | $1.4M | 24.1% |
| KEYBANK MULTIPLE INVESTMENT TRUST KEYBANK NATIONAL ASSOCIATION · EIN 34-6514544 / PN 001 | Common Collective Trust | $164K | 2.9% |