Self directed investment companies
IAC
The shares of registered investment companies, and the investments in the IAC/InterActiveCorp common stock fund and the self-directed brokerage account (which invests primarily in common stocks, registered investment companies …
[DOCX File]The Limited Scope Audit - American Institute of Certified ...
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Plan investments held by the certifying institution or investment income information that are not specifically included in the certification. Plan investments not held by a qualified institution, such as real estate, leases, and mortgages. Self-directed …
Investors | Eli Lilly and Company
Registered investment companies (mutual funds) - Valued at the net asset value (NAV) of shares held by the Plans at year end, as quoted in the active market, and are classified within Level 1 of the valuation hierarchy. Self-directed …
[DOC File]SELF-DIRECTED
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A Self-Directed Trust, however, gives the individual access to a far wider range of investment opportunities and control over the trust’s investment policy. A Self-Directed Trust can invest in property, both residential and commercial, private companies…
Investor Overview | Lockheed Martin Corp
Self-directed brokerage account (SDBA) investments categorized as Level 1 are primarily cash equivalents, common stock, ETFs, and mutual funds. As of December 31, 2019 and 2018, this …
Cincinnati Financial Corporation
— Participants direct the investment of their contributions into various investment options offered by the Plan, which include the. Company’s common stock fund, various registered investment companies and a money market fund. Participants also have the option to invest in a variety of securities through a self-directed …
lindeplc.gcs-web.com
Self-Directed Brokerage Account – This investment option primarily consists of publicly traded funds of registered investment companies. The participants. have the ability to invest in Fidelity managed mutual funds and non-Fidelity managed mutual funds available through Fidelity. The fair value of the self-directed …
[DOC File]MyFRS
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The Florida Retirement System (FRS) Investment Plan is now offering all Investment Plan members a Self-Directed Brokerage Account (SDBA), which will allow you to invest in thousands of different investments in addition to the Investment Plan’s core investment …
[DOC File]Hewitt Financial Services
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With your FRS Investment Plan Self-Directed Brokerage Account (SDBA), you have secure access to your account information when you need it—24 hours a day, seven days a week. …
Investors | Eli Lilly and Company
Registered investment companies $ 290,614,672 $ 4,003,566. Self-directed brokerage accounts. 219,935,732. 589,103. Eli Lilly and Company common stock. 766,793,420. 45,583,187. Interest in common/collective trusts. ... Self-directed …
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