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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FISHER INVESTMENT ALL WORLD EQUITY FISHER INVESTMENTS COLLECTIVE TRUST · EIN 45-5393186 / PN 058 | Common Collective Trust | $1.0M | 16.3% |
| FISHER INVESTMENT U.S. FIXED INCOME FISHER INVESTMENTS COLLECTIVE TRUST · EIN 45-5393186 / PN 058 | Common Collective Trust | $306K | 4.9% |