| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED HEALTH CARE | 36-2739571 | MINNEAPOLIS, MN | — | $1.4M | — |
| PLU 68 PENSION FUND | 51-6127760 | HOUSTON, TX | — | $521K | — |
| O'SULLIVAN ASSOCIATES | 20-8199367 | CHERRY HILL, NJ | — | $118K | — |
| HARPER & PEARSON COMPANY PC | 74-1695589 | HOUSTON, TX | — |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| $60K |
| — |
| MORGAN STANLEY | — | HOUSTON, TX | — | $52K | — |
| OPTUMRX | — | NEW YORK, NY | — | $6K | — |
