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 |
|---|---|---|---|---|---|
| J.P. MORGAN INVESTMENT MANAGEMENT | 13-3200244 | — | NONE | $349K | — |
| BLACKROCK INSTITUTIONAL TRUST | 94-3112180 | — | NONE | $27K | — |
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.
| % of plan | |||
|---|---|---|---|
| BLACKROCK TOTAL RETURN BOND FUND BLACKROCK · EIN 47-1217136 / PN 003 | Common Collective Trust | $11.1M | 15.0% |
| JPMORGAN STRATEGIC PROPERTY TRUST F JPMORGAN CHASE BANK NA · EIN 13-6038770 / PN 001 | Common Collective Trust | $7.4M | 9.9% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| THE SEGAL COMPANY (WESTERN STATES) | 94-1503999 | — | NONE | $130K | — |
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $87K | — |
| ALAN BILER AND ASSOCIATES | 94-2854958 | — | NONE | $86K | — |
| PRINCIPAL BANK | 42-1466678 | — | NONE | $32K | — |
| PLATFORM CPAS, LLP | 88-4342576 | — | NONE | $17K | — |
| OGLETREE DEAKINS ET AL | 57-1044820 | — | NONE | $10K | — |
| WELLS FARGO BANK | 94-2984230 | — | NONE | $7K | — |