Panagora Asset Management, Inc. (EIN 04-3183235) files Form 5500 as a direct filing entity (DFE) — a pooled investment vehicle such as a collective trust, master trust, or 103-12 entity that employer plans invest in, not an employer-sponsored plan. Its 4 filings report $743.6M in assets.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Panagora Group Trust Risk Parity Multi-Asset Fund | 006 | 0 | $555.6M |
| Panagora Group Trust Risk Parity Multi-Asset High Volatility Fund | 007 | 0 | $187.9M |
| Panagora Group Trust Diversified Risk Emerging Markets Equity Plus Group Trust | 002 | 0 | $97K |
| Panagora Group Trust Risk Parity Multi-Asset Plus Fund | 004 | 0 | $43K |
04-3183235 is the Employer Identification Number (EIN) Panagora Asset Management, Inc. reports on its Form 5500 filings as a direct filing entity. DFEs are pooled investment vehicles — collective trusts, master trusts, and similar entities — that file their own Form 5500 so the employer plans investing in them can reference it on Schedule D. A DFE has no employees or participants of its own.
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