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 |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP | — | DES MOINES, IA | NONE | $273K | — |
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $120K | — |
| ALAN D BILLER & ASSOCIATES | — | MENLO PARK, CA | NONE | $104K | — |
| BALDWIN MOFFITT BEHM LLP | 46-4370753 | — | NONE | $26K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $26K | — |
| KELLEY LAW GROUP |
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 |
|---|---|---|---|
| BNY MELLON SMARTPATH TARGET 2030 THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 151 | Common Collective Trust | $22.4M | 16.4% |
| BNY MELLON SMARTPATH TARGET 2035 THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 284 | Common Collective Trust | $19.1M | 13.9% |
| — |
| PHOENIX, AZ |
| NONE |
| $21K |
| — |
| SEGAL SELECT INSURANCE | 46-0619194 | — | NONE | $18K | — |
| NECASTAR | 86-0140480 | — | NONE | $12K | — |
| INTERNATIONAL PRINTING CO | — | PHOENIX, AZ | NONE | $7K | — |
| BNY MELLON SMARTPATH TARGET 2040 THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 152 |
Common Collective Trust |
| $19.1M |
| 13.9% |
| BNY MELLON SMARTPATH TARGET 2025 THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 283 | Common Collective Trust | $14.7M | 10.8% |
| BNY MELLON SMARTPATH TARGET 2045 THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 285 | Common Collective Trust | $13.8M | 10.1% |
| BNY MELLON SMARTPATH TARGET 2050 THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 278 | Common Collective Trust | $10.0M | 7.3% |
| BNY MELLON SMARTPATH TARGET 2055 THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 304 | Common Collective Trust | $9.1M | 6.7% |
| BNY MELLON SMARTPATH TARGET 2020 THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 150 | Common Collective Trust | $6.3M | 4.6% |
| BNY MELLON SMARTPATH TARGET 2060 THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 325 | Common Collective Trust | $5.9M | 4.3% |
| BNYM MELLON SMARTPATH BANK OF NY MELLON · EIN 25-6078009 / PN 360 | Common Collective Trust | $3.8M | 2.8% |
| BNY MELLON SMARTPATH TARGET 2065 THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 360 | Common Collective Trust | $2.2M | 1.6% |
| BNYM MELLON AFL CIO BANK OF NY MELLON · EIN 25-6078093 / PN 340 | Common Collective Trust | $1.9M | 1.4% |
| ARISTOTLE VALUE EQUITY SEI TRUST · EIN 81-3393503 / PN 002 | Common Collective Trust | $1.0M | 0.7% |
| BNY MELLON SL AG BOND BANK OF NY MELLON · EIN 25-6078093 / PN 085 | Common Collective Trust | $264K | 0.2% |
| BNY MELLON SL ACWI EX US BANK OF NY MELLON · EIN 25-6078093 / PN 206 | Common Collective Trust | $159K | 0.1% |
| ULLICO J FOR JOBS HAND BENEFITS & TRUST COMPANY · EIN 52-6435640 / PN 193 | Common Collective Trust | $49K | <0.1% |
| BNYM MELLON SL SP RET INC I BANK OF NY MELLON · EIN 25-6078093 / PN 153 | Common Collective Trust | $0 | <0.1% |
