Carmel Ewing signed Cathedral Square Corporation's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cathedral Square Corporation's EIN is 03-0264362.
Download the official 2023 Form 5500 (PDF) for Cathedral Square Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Cathedral Square Corporation's plan includes ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | RECORD KEEPER | $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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $11.2M | 89.2% | |
| MoA Clear Passage 2035 Fund Mutual funds | Other securities | — | — | $1.2M | 9.5% | |
| MoA Clear Passage 2030 Fund Mutual funds | Other securities | — | — | $1.1M | 9.1% | |
| Mutual of America Interest Accumulation Account Mutual funds | Other securities | — | — | $1.1M | 8.6% | |
| MoA Aggressive Allocation Fund Mutual funds | Other securities | — | — | $1.0M | 8.3% | |
| MoA Clear Passage 2040 Fund Mutual funds | Other securities | — | — | $960K | 7.6% | |
| MoA Clear Passage 2045 Fund Mutual funds | Other securities | — | — | $876K | 7.0% | |
| MoA Moderate Allocation Fund Mutual funds | Other securities | — | — | $610K | 4.8% | |
| MoA Clear Passage 2050 Fund Mutual funds | Other securities | — | — | $478K | 3.8% | |
| MoA Mid Cap Equity Index Fund Mutual funds | Common Collective Trusts | — | — | $471K | 3.7% | |
| MoA Small Cap Growth Fund Mutual funds | Other securities | — | — | $427K | 3.4% | |
| Vanguard VIF International Portfolio Mutual funds | Mutual Funds | — | — | $411K | 3.3% | |
| Fidelity VIP Contrafund Portfolio Mutual funds | Mutual Funds | — | — | $404K | 3.2% | |
| MoA Clear Passage 2025 Fund Mutual funds | Other securities | — | — | $360K | 2.9% | |
| Fidelity VIP Mid Cap Portfolio Mutual funds | Mutual Funds | — | — | $358K | 2.8% | |
| MoA Clear Passage 2060 Fund Mutual funds | Other securities | — | — | $335K | 2.7% | |
| MoA Equity Index Fund Mutual funds | Common Collective Trusts | — | — | $199K | 1.6% | |
| MoA Money Market Fund Mutual funds | Cash / Money Market | — | — | $195K | 1.6% | |
| MoA Core Bond Fund Mutual funds | Other securities | — | — | $173K | 1.4% | |
| MoA Clear Passage 2020 Fund Mutual funds | Other securities | — | — | $171K | 1.4% | |
| American Century Investments VP Capital Appreciation Fund Mutual funds | Other securities | — | — | $160K | 1.3% | |
| MoA Clear Passage 2055 Fund Mutual funds | Other securities | — | — | $148K | 1.2% | |
| Vanguard VIF Diversified Value Portfolio Mutual funds | Mutual Funds | — | — | $146K | 1.2% | |
| Fidelity VIP Equity-Income Portfolio Mutual funds | Mutual Funds | — | — | $143K | 1.1% | |
| T. Rowe Price Blue Chip Growth Portfolio Mutual funds | Other securities | — | — | $134K | 1.1% | |
| MoA Small Cap Value Fund Mutual funds | Other securities | — | — | $113K | 0.9% | |
| DWS Capital Growth VIP Mutual funds | Other securities | — | — | $109K | 0.9% | |
| STOCK INDEX FUND Pooled Separate Account | Pooled Separate Accounts | — | — | $77K | 0.6% | |
| MoA Conservative Allocation Fund Mutual funds | Other securities | — | — | $74K | 0.6% | |
| MoA Intermediate Bond Fund Mutual funds | Other securities | — | — | $73K | 0.6% | |
| LOAN ESCROW FUND Pooled Separate Account 108 MID CAP INDEX FUND Pooled Separate Account | Pooled Separate Accounts | — | — | $55K | 0.4% | |
| MoA Retirement Income Fund Mutual funds | Other securities | — | — | $50K | 0.4% | |
| SMALL CAP SPECIAL VALUE FUND Pooled Separate Account | Pooled Separate Accounts | — | — | $48K | 0.4% | |
| Calvert VP SRI Balanced Portfolio Mutual funds | Other securities | — | — | $44K | 0.3% | |
| MoA All America Fund Mutual funds | Other securities | — | — | $42K | 0.3% | |
| Neuberger Berman AMT Sustainable Equity Portfolio Mutual funds | Other securities | — | — | $38K | 0.3% | |
| MoA Clear Passage 2015 Fund Mutual funds | Other securities | — | — | $32K | 0.3% | |
| Vanguard VIF Total Bond Market Index Portfolio Mutual funds | Mutual Funds | — | — | $31K | 0.2% | |
| FIXED ACCOUNT PLUS Pooled Separate Account | Pooled Separate Accounts | — | — | $25K | 0.2% | |
| PIMCO VIT Real Return Portfolio Mutual funds | Mutual Funds | — | — | $16K | 0.1% | |
| MoA International Fund Mutual funds | Other securities | — | — | $14K | 0.1% | |
| MoA Clear Passage 2065 Fund Mutual funds | Other securities | — | — | $13K | 0.1% | |
| SYSTEMATIC CORE FUND Pooled Separate Account 2 SYSTEMATIC GROWTH FUND Pooled Separate Account 8 SYSTEMATIC VALUE Pooled Separate Account 42 US SOCIALLY RESPONSIBLE FUND Pooled Separate Account | Pooled Separate Accounts | — | — | $13K | <0.1% | |
| LARGE CAPITAL GROWTH Pooled Separate Account 336 LOAN COLLATERAL FUND Pooled Separate Account | Pooled Separate Accounts | — | — | $11K | <0.1% | |
| Vanguard VIF Real Estate Index Portfolio Mutual funds | Mutual Funds | — | — | $10K | <0.1% | |
| Invesco V.I. Main Street Fund Mutual funds 160 MFS VIT III Mid Cap Value Portfolio Mutual funds | Mutual Funds | — | — | $9K | <0.1% | |
| INTERNATL EQUITIES INDEX FUND Pooled Separate Account | Pooled Separate Accounts | — | — | $7K | <0.1% | |
| Fidelity VIP Asset Manager Portfolio Mutual funds | Mutual Funds | — | — | $6K | <0.1% | |
| MoA Mid Cap Value Fund Mutual funds | Other securities | — | — | $6K | <0.1% | |
| CORE BOND FUND Pooled Separate Account | Pooled Separate Accounts | — | — | $5K | <0.1% |
