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 |
|---|---|---|---|---|---|
| CFAO | 94-1557079 | — | SALARIED ADMINISTRATOR | $7.5M | — |
| BLUE CROSS OF CALIFORNIA | 95-3760980 | — | NONE | $2.5M | — |
| DELTA DENTAL | 94-1461312 | — | NONE | $1.3M | — |
| HST TECHNOLOGY | — | LAGUNA HILLS, CA | NONE | $719K | — |
| MEDCO HEALTH SOLUTIONS | 22-3461740 | — | NONE | $678K | — |
| SEGAL COMPANY | 94-1503999 | — |
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 |
|---|---|---|---|
| JPMCB CORE BOND FUND JP MORGAN CHASE BANK, N.A. · EIN 20-3847783 / PN 001 | Common Collective Trust | $168.8M | 22.9% |
| UBC RUSSELL 3000 INDEX TRUST |
| NONE |
| $236K |
| — |
| KRAW LAW GROUP | 77-0171216 | — | NONE | $136K | — |
| VISION SERVICE PLAN | 94-1632821 | — | NONE | $102K | — |
| WEINBERG, ROGER AND ROSENFELD | 94-2458080 | — | NONE | $93K | — |
| BANK OF NEW YORK MELLON | 95-3571558 | — | NONE | $89K | — |
| EIDE BAILLY LLP | 45-0250958 | — | NONE | $84K | — |
| ALAN BILLER ASSOCIATES | — | MENLO PARK, CA | NONE | $63K | — |
| AUDAX GROUP | — | SAN FRANCISCO, CA | NONE | $30K | — |
| OPUS INVESTMENT ADVISORS | 56-8559330 | — | NONE | $17K | — |
| INVESCO | 85-3357652 | — | NONE | $8K | — |
| WAGNER LAW GROUP | — | SAN FRANCISCO, CA | NONE | $7K | — |
| CAMDEN ASSET MANAGMENT | 95-4319164 | — | NONE | $0 | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | — | NONE | $0 | — |
| BOEHM & ASSOCIATES | 94-2361175 | — | NONE | $0 | — |
103-12 Investment Entity |
| $160.2M |
| 21.7% |
| NEUBERGER BERMAN (PF) STRATEGIC MUL NEUBERGER BERMAN INVESTMENT ADVISORS LLC · EIN 84-4332954 / PN 001 | 103-12 Investment Entity | $59.9M | 8.1% |
