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 |
|---|---|---|---|---|---|
| HAMILTON CAPITAL LLC | — | COLUMBUS, OH | NONE | $46K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | NONE | $17K | — |
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 |
|---|---|---|---|
| HAMILTON CAPITAL DYNAMIC EQUITY CIF BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 74-2008758 / PN 000 | Common Collective Trust | $8.4M | 86.3% |
| HAMILTON CAPITAL TRGET OPPORTUNITY BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 74-2008758 / PN 000 | Common Collective Trust | $818K | 8.4% |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 |
Common Collective Trust |
| $96K |
| 1.0% |
| HAMILTON CAPITAL DYNAMIC BALANCED C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 74-2008758 / PN 000 | Common Collective Trust | $31K | 0.3% |
| HAMILTON CAPITAL DYNAMIC BOND CIF R BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 74-2008758 / PN 000 | Common Collective Trust | $7K | <0.1% |
| HAMILTON CAPITAL DYNAMIC INCOME CIF BENEFIT PLANS ADMIN SERVICES COLLETIVE TRUSTS · EIN 74-2008758 / PN 000 | Common Collective Trust | $1K | <0.1% |
