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 |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $89K |
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.
| % of plan | |||
|---|---|---|---|
| NUVEEN TIAA LC IDX RET INC J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | $33.3M | 17.7% |
| PUTNAM LARGE CAP VALUE I TRUST PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | $6.2M | 3.3% |
| PRINCIPAL US REIT FUND TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 82-2725212 / PN 001 | Common Collective Trust | $2.9M | 1.6% |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NASIF HICKS HARRIS & CO LLP. | 77-0181453 | — | ACCOUNTANT | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARTWELL | 36-4799908 | — | OTHER SERVICES | $28K | — |
| NASIF HICKS HARRIS & CO LLP. | 77-0181453 | — | OTHER SERVICES | $24K | — |
