Karen Davis-Moore signed American Association for Justice's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Association for Justice's EIN is 04-2114561.
Download the official 2024 Form 5500 (PDF) for American Association for Justice from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Association for Justice's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $3.0M | 12.7% | |
| Fidelity Large Cap Growth Index Fund " | Common Collective Trusts | — | — | $2.8M | 12.1% | |
| Fidelity Managed Income Portfolio Fund Common collective trust | Common Collective Trusts | — | — | $2.3M | 9.7% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $2.3M | 9.7% | |
| Fidelity Freedom Index 2045 Fund " | Mutual Funds | — | — | $2.0M | 8.7% | |
| Fidelity Freedom Index 2015 Fund " | Mutual Funds | — | — | $1.3M | 5.6% | |
| Fidelity Freedom Index 2050 Fund " | Mutual Funds | — | — | $1.2M | 5.3% | |
| Fidelity Freedom Index 2035 Fund " | Mutual Funds | — | — | $1.1M | 4.8% | |
| Fidelity International Capital Appreciation K6 Fund " | Mutual Funds | — | — | $1.0M | 4.4% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $1.0M | 4.4% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $795K | 3.4% | |
| Fidelity Freedom Index 2020 Fund " | Mutual Funds | — | — | $761K | 3.3% | |
| Fidelity Freedom Index 2030 Fund " | Mutual Funds | — | — | $690K | 2.9% | |
| Fidelity U.S. Bond Index Fund " | Common Collective Trusts | — | — | $615K | 2.6% | |
| Fidelity Freedom Index 2025 Fund " | Mutual Funds | — | — | $518K | 2.2% | |
| Fidelity Freedom Index 2060 Fund " | Mutual Funds | — | — | $439K | 1.9% | |
| Touchstone Large Cap Focused Fund " | Other securities | — | — | $393K | 1.7% | |
| Fidelity Freedom Index 2040 Fund " | Mutual Funds | — | — | $375K | 1.6% | |
| PIMCO Long-Term Credit Bond Fund " ** 72 Allspring Core Plus Bond Fund " | U.S. Treasuries | — | — | $300K | 1.3% | |
| Janus Henderson Enterprise Fund " | Mutual Funds | — | — | $278K | 1.2% | |
| PGIM High Yield Fund " ** 73 Vanguard Small-Cap Growth Index Fund " | Common Collective Trusts | — | — | $229K | 1.0% | |
| Fidelity Freedom Index 2055 Fund " | Mutual Funds | — | — | $221K | 0.9% | |
| Vanguard Mid-Cap Value Index Fund " | Common Collective Trusts | — | — | $208K | 0.9% | |
| Fidelity Select Semiconductors Portfolio Fund " | Mutual Funds | — | — | $194K | 0.8% | |
| Vanguard Information Technology Index Fund " | Common Collective Trusts | — | — | $191K | 0.8% | |
| Putnam Large Cap Value Fund " | Mutual Funds | — | — | $144K | 0.6% | |
| Allspring Special Mid Cap Value Fund " | Other securities | — | — | $142K | 0.6% | |
| Participant Loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $141K | 0.6% | |
| Fidelity Global ex U.S. Index Fund " | Common Collective Trusts | — | — | $134K | 0.6% | |
| Calvert US Large Cap Rsp Index I Fund " | Other securities | — | — | $129K | 0.5% | |
| Fidelity Small Cap Growth Fund " | Mutual Funds | — | — | $127K | 0.5% | |
| Fidelity Total Markets Index Fund " | Common Collective Trusts | — | — | $101K | 0.4% | |
| Fidelity Stock Selector Small Cap Fund " | Mutual Funds | — | — | $94K | 0.4% | |
| T. Rowe Price Value Fund Mutual fund | Other securities | — | — | $50K | 0.2% | |
| Fidelity Mid-Cap Stock Fund " | Mutual Funds | — | — | $48K | 0.2% | |
| MFS International Equity Fund " | Mutual Funds | — | — | $44K | 0.2% | |
| Vanguard Real Estate Index Fund " | Common Collective Trusts | — | — | $42K | 0.2% | |
| Vanguard Balanced Index Fund " | Common Collective Trusts | — | — | $33K | 0.1% | |
| Vanguard Total International Bond Index Fund " | Common Collective Trusts | — | — | $28K | 0.1% | |
| Fidelity Freedom Index 2065 Fund " | Mutual Funds | — | — | $28K | 0.1% | |
| Fidelity Emerging Markets Index Fund " | Common Collective Trusts | — | — | $25K | 0.1% | |
| Vanguard Small Cap Value Fund " | Mutual Funds | — | — | $15K | <0.1% | |
| Vanguard Long-Term Investment-Grade Fund " | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity Mid Cap Growth Index Fund " | Common Collective Trusts | — | — | $9K | <0.1% | |
| Federated Institutional High Yield Bond Fund " | Other securities | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
