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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
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 |
|---|---|---|---|
| ARISTOTLE SMALL CAP EQUITY SEI TRUST COMPANY · EIN 81-2704975 / PN 095 | Common Collective Trust | $121K | 3.2% |
| PIMCO TOTAL RETURN COL TRUST CLASS SEI TRUST COMPANY · EIN 27-0834603 / PN 006 | Common Collective Trust | $35K | 0.9% |
