| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EisnerAmper Wealth Management Corporate Benefits, LLC | 254,781 | 4,517,000 | 56.33% | ||
| 2 | Freedom Investment Management, Inc. | 142,002 | 2,518,000 | 31.40% | ||
| 3 | Cerity Partners OCIO LLC | 55,047 | 976,000 | 12.17% | ||
| 4 | Gemmer Asset Management LLC | 460 | 8,000 | 0.10% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
