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 |
|---|---|---|---|---|---|
| BOKF, NA | — | TULSA, OK | CUSTODIAN | $133K | — |
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.
| % of plan | |||
|---|---|---|---|
| CALLAN GLIDEPATH 2035 FUND WILMINGTON TRUST, NA · EIN 26-0257981 / PN 105 | Common Collective Trust | $3.2M | 12.5% |
| CALLAN GLIDEPATH 2040 FUND WILMINGTON TRUST, NA · EIN 26-0258007 / PN 106 | Common Collective Trust | $2.8M | 11.1% |
| CALLAN GLIDEPATH 2030 FUND WILMINGTON TRUST, NA · EIN 26-0257940 / PN 104 | Common Collective Trust | $2.7M | 10.4% |
| CALLAN GLIDEPATH 2045 FUND WILMINGTON TRUST, NA · EIN 26-0258032 / PN 107 | Common Collective Trust | $2.5M | 9.9% |
| CALLAN GLIDEPATH 2025 FUND WILMINGTON TRUST, NA · EIN 26-0257911 / PN 103 | Common Collective Trust | $2.2M | 8.6% |
| CALLAN GLIDEPATH 2050 FUND WILMINGTON TRUST, NA · EIN 26-4835263 / PN 159 | Common Collective Trust | $1.4M | 5.4% |
| CALLAN GLIDEPATH 2055 WILMINGTON TRUST, NA · EIN 26-4835327 / PN 160 | Common Collective Trust | $499K | 2.0% |
| CALLAN GLIDEPATH 2060 FUND WILMINGTON TRUST, NA · EIN 46-2086473 / PN 172 | Common Collective Trust | $344K | 1.3% |
| CALLAN GLIDEPATH 2020 FUND WILMINGTON TRUST, NA · EIN 26-0257888 / PN 102 | Common Collective Trust | $260K | 1.0% |
| SCHRODER INTL MULTI-CAP CL 1 CIT SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA, INC. · EIN 13-6877903 / PN 004 | Common Collective Trust | $156K | 0.6% |
| CALLAN GLIDEPATH 2015 FUND WILMINGTON TRUST, NA · EIN 26-0257826 / PN 101 | Common Collective Trust | $97K | 0.4% |
| CALLAN GLIDEPATH RTMT INC FD WILMINGTON TRUST, NA · EIN 26-0257765 / PN 100 | Common Collective Trust | $74K | 0.3% |
