This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| KAISER PERMANENTE GROUP TRUST KAISER PERMANENTE MEDICAL CARE PROGRAM · EIN 94-6365467 / PN 101 | 103-12 Investment Entity | — | — | $10.9B |
| 94.9% |
| Defined Benefit Investment Fund Investment in group trust (Trust No. 15543) | Master trust / pooled interest | — | — | $9.9B | 86.5% |
| Defined Benefit Investment Fund Investment in group trust (Trust No. 15544) | Master trust / pooled interest | — | — | $970.2M | 8.5% |