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 |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $10K | — |
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 |
|---|---|---|---|
| PR/MM LIAB DRIVEN SOLUTION CIT I PRINCIPAL · EIN 30-6225619 / PN 001 | Common Collective Trust | $11.9M | 67.7% |
| PR/MM LIAB DRIVEN SOLUTION CIT II PRINCIPAL · EIN 80-6049172 / PN 001 | Common Collective Trust | $5.5M | 31.4% |
