Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES | 34-1479833 | — | NONE | $88K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENT MANAGEMENT | 30-0282430 | — | NONE | $6K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PIMCO Low Duration Institutional Fund Mutual Fund | Mutual Funds | — | $47.8M | $48.6M | 35.4% | |
| PRUDENTIAL CORE PLUS BOND FUND PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | $42.7M | $47.1M | 34.3% | |
| Vanguard Trsy Money Mk Fd Inv Shrs Money Market Fund 89 PIMCO All Asset Fund Institutional Class Mutual Fund | Mutual Funds | — | $20.2M | $20.2M | 14.7% | |
| ACADIAN GLOBAL MANAGED VOLATILITY E ACADIAN ASSET MANAGEMENT LLC · EIN 04-2929221 / PN 010 | 103-12 Investment Entity | — | $15.8M | $19.9M | 14.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN | 91-0675641 | — | NONE | $72K | — |
