Pooled investment trust — a fund that other plans invest in — not a participant plan
Signals · 2
10% employer stock19 service providers
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$348.1M
Net assets (EOY)
$348.1M
How this plan invests
3 plans
invest in this fund
This trust
pooled vehicle
109 securities
Schedule of Assets
This is a pooled fund: many plans invest in it, and it holds the underlying securities.
Master trust / DFE filing
Pooled investment vehicle
This filing is a Direct Filing Entity (DFE) — a master trust or collective investment trust that pools assets from multiple participating plans. It does not have plan participants of its own, and the Plan Health Score formula doesn’t apply. Individual participant-facing plans that invest in this trust are the appropriate target for fiduciary analysis.
Cited interest vs pooled assets: cited interest sums what each participating plan reported holding in this trust, measured at that plan’s own year-end — and those filings span different years. Pooled assets is this single filing’s balance at one date. They’re independent measurements, so cited interest can land slightly above or below the pooled balance and won’t reconcile exactly.
This trust’s own Schedule of Assets is parsed — see the full holdings in the Investments section below.
Plans invested in this trust
3 participating plans
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROSEBURG FOREST PRODUCTS COMPANY.
