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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $191K | — |
| CAPFINANCIAL PARTNERS,LLC | 26-0058143 | — | RETAINED BY EMPLOYER | $40K | — |
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 |
|---|---|---|---|
| NT SP 500 IDX NONLEND TIER 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 003 | Common Collective Trust | $17.3M | 12.9% |
| NT EXT EQ MKT IDX NONLEND TR 4 |
Common Collective Trust |
| $5.7M |
| 4.3% |
| NT ACWI EXUS IMI NONLEND TIER NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 103 | Common Collective Trust | $5.7M | 4.3% |
| NEW YORK LIFE ANCHOR ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | $5.5M | 4.1% |
| MFS LARGE CAP VALUE FD CT MFS HERITAGE TRUST COMPANY · EIN 57-1000000 / PN 003 | Common Collective Trust | $5.1M | 3.8% |
| MFS MID CAP GROWTH CT MFS HERITAGE TRUST COMPANY · EIN 57-1000000 / PN 022 | Common Collective Trust | $2.8M | 2.1% |
| MFS MID CAP VALUE CT MFS HERITAGE TRUST COMPANY · EIN 57-1000000 / PN 024 | Common Collective Trust | $2.2M | 1.6% |
| NT AGGR BD IDX NON LEND TIER 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 27-6124985 / PN 001 | Common Collective Trust | $2.1M | 1.6% |
| GG EUROPACIFIC GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | $1.9M | 1.4% |
