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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $12K | — |
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 |
|---|---|---|---|
| AMERICAN CENTURY RET 2030 L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $2.4M | 44.3% |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | $1.2M | 21.7% |
| AMERICAN CENTURY IN RETIREMENT TRUS GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 |
Common Collective Trust |
| $263K |
| 4.8% |
| AMERICAN CENTURY RET 2040 L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $209K | 3.8% |
| AMERICAN CENTURY RET 2035 L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $180K | 3.3% |
| AMERICAN CENTURY RET 2025 L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $160K | 2.9% |
| AMERICAN CENTURY RET 2045 L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $94K | 1.7% |
| AMERICAN CENTURY RET 2055 L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $38K | 0.7% |
| AMERICAN CENTURY RET 2050 L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $36K | 0.7% |
| AMERICAN CENTURY RET 2060 L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $8K | 0.2% |
