Joe Flaherty signed Houghton Mifflin Harcourt Publishing Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Houghton Mifflin Harcourt Publishing Company's EIN is 04-1456030.
Download the official 2024 Form 5500 (PDF) for Houghton Mifflin Harcourt Publishing Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Houghton Mifflin Harcourt Publishing Company's plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282430 | — | FIDUCIARY | $308K | — |
| TELUS HEALTH (US) LTD. | 52-1883918 | — | NONE | $264K | — |
| MERCER (US) LLC | 13-2834414 | — | NONE | $94K | — |
| STATE STREET BANK AND TRUST COMPANY | 04-1867445 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MERCER ACTIVE INTERMEDIATE CRED FI MERCER TRUST COMPANY · EIN 85-2621954 / PN 048 | Common Collective Trust | — | $16.4M | $22.6M | 20.2% | |
| Mercer Global Low Volatility Mutual Fund | Other securities | — | $6.6M | $19.0M | 17.0% | |
| MERCER ACTIVE LONG CORPORATE FI MERCER TRUST COMPANY · EIN 45-6178743 / PN 004 | Common Collective Trust | — | — | $19.0M | 17.0% | |
| Mercer Emerging Markets Equity Fund CT | Other securities | — | $22.7M | $13.6M | 12.1% | |
| MERCER PASSIVE LONG GOVT FI PORT MERCER TRUST COMPANY · EIN 51-0560117 / PN 010 | Common Collective Trust | — | — | $13.6M | 12.1% | |
| Mercer Active International Fund | Other securities | — | $10.6M | $13.0M | 11.6% | |
| MERCER US LRG CAP CORE PASS EQ PORT MERCER TRUST COMPANY · EIN 03-0566613 / PN 005 | Common Collective Trust | — | — | $13.0M | 11.6% | |
| Mercer Long Duration Passive Fund | Other securities | — | $21.3M | $10.5M | 9.4% | |
| Grosvenor Institutional Partners L.P./Master Series | Other securities | — | $509K | $10.2M | 9.1% | |
| MERCER NON-US CORE EQUITY PORTFOLIO MERCER TRUST COMPANY · EIN 03-0566617 / PN 009 | Common Collective Trust | — | $3.3M | $5.6M | 5.0% | |
| SSGA Intermediate US Government Bond Fund | U.S. Treasuries | — | $3.9M | $4.5M | 4.0% | |
| MERCER OPPORTUNISTIC FIXED INCOME MERCER TRUST COMPANY · EIN 36-7630030 / PN 020 | Common Collective Trust | — | — | $4.5M | 4.0% | |
| Cohen & Steers Collective Investment Fund | Common Collective Trusts | — | $4.7M | $4.4M | 3.9% | |
| MERCER EMERGING MARKETS EQUITY PORT MERCER TRUST COMPANY · EIN 32-6219484 / PN 017 | Common Collective Trust | — | $2.4M | $2.6M | 2.3% | |
| MERCER US SMALL/MID CAP EQUITY MERCER TRUST COMPANY · EIN 03-0566611 / PN 003 | Common Collective Trust | — | $7.6M | $2.1M | 1.9% | |
| Opportunistic Fixed Income CT Mutual Fund | Other securities | — | $982K | $997K | 0.9% | |
| MERCER GLOBAL LOW VOL EQUITY PORT MERCER TRUST COMPANY · EIN 35-7004395 / PN 018 | Common Collective Trust | — | — | $997K | 0.9% | |
| State Street Institutional Treasury Money Market Fund | Cash / Money Market | — | $917K | $917K | 0.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $56K |
| — |
| PORTFOLIO EVALUATIONS, INC. | 22-3189064 | — | NONE | $25K | — |
| CARON & BLETZER, PLLC | 04-3499945 | — | NONE | $14K | — |
| SULLIVAN & WORCHESTER LLP | 04-2387531 | — | NONE | $8K | — |
