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 |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | PHOENIX, AZ | NONE | $160K | — |
| FISHER INVESTMENTS | 94-3029777 | WOODSIDE, CA | NONE | $126K | — |
| ASB CAPITAL MANAGEMENT, LLC | 80-0611845 | BETHESDA, MD | NONE | $93K | — |
| SEGAL MARCO ADVISORS | 36-3555078 | CHICAGO, IL | NONE | $59K | — |
| SEGAL SELECT INSURANCE | 46-0619191 | — | NONE | $52K | — |
| BALDWIN MOFFITT BEHM LLP |
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 |
|---|---|---|---|
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE FUND · EIN 52-6258033 / PN 006 | Common Collective Trust | $0 | — |
| HARDING LOEVNER INTL EQUITY COLLECT GLOBAL TRUST COMPANY - HARDING LOEVNER · EIN 27-6075499 / PN 003 | Common Collective Trust | $0 | — |
| 46-4370753 |
| — |
| NONE |
| $48K |
| — |
| PRINCIPAL CUSTODY SOLUTIONS | 94-1347393 | — | NONE | $43K | — |
| THE SEGAL COMPANY | 94-1503999 | PHOENIX, AZ | NONE | $23K | — |
| JENNINGS, STROUSS & SALMON PLC | 86-0108229 | PHOENIX, AZ | NONE | $17K | — |
| ROPES & GRAY LLP | — | WASHINGTON, DC | NONE | $14K | — |
| SPENCER FANE LLP | — | PHOENIX, AZ | NONE | $14K | — |
