| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLUMBIA CONTRARIAN CORE INSTL | — | BOSTON, MA | SECURITIES BROKER | $103K | — |
| MFS | — | BOSTON, MA | SECURITIES BROKER | $29K | — |
| CHARTWELL | — | BERWYN, PA | SECURITIES BROKER | $20K | — |
| GRANITE | — | SAN FRANCISCO, CA | SECURIIES BROKER | $20K | — |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| ALLSPRING |
| — |
| SAN FRANCISCO, CA |
| SECURITIES BROKER |
| $17K |
| — |
| BAIRD | — | MILWAUKEE, WI | SECURITIES BROKER | $15K | — |
| TCW | — | LOS ANGELES, CA | SECURITIES BROKER | $11K | — |
