Jennifer M. Rodts signed Boston Ballet's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Boston Ballet's EIN is 04-2312734.
Download the official 2024 Form 5500 (PDF) for Boston Ballet from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Boston Ballet's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2055 Target Retirement R6 " | Mutual Funds | — | — | $2.4M | 14.3% | |
| American Funds 2025 Target Retirement R6 " | Mutual Funds | — | — | $2.3M | 13.9% | |
| American Funds 2035 Target Retirement R6 " | Mutual Funds | — | — | $2.0M | 12.1% | |
| American Funds 2050 Target Retirement R6 " | Mutual Funds | — | — | $2.0M | 11.9% | |
| American Funds 2045 Target Retirement R6 " | Mutual Funds | — | — | $1.6M | 9.5% | |
| American Funds 2040 Target Retirement R6 " | Mutual Funds | — | — | $1.2M | 7.5% | |
| American Funds 2060 Target Retirement R6 " | Mutual Funds | — | — | $1.1M | 6.5% | |
| American Funds 2030 Target Retirement R6 " | Mutual Funds | — | — | $920K | 5.6% | |
| American Funds 2020 Target Retirement R6 " | Mutual Funds | — | — | $613K | 3.7% | |
| Alps/Smith Total Bond Fund Cl Z " ** * Nationwide Pooled Separate Accounts | Pooled Separate Accounts | — | — | $564K | 3.4% | |
| NATIONWIDE QUALIFIED PLANS VARIABLE NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $564K | 3.4% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $506K | 3.1% | |
| American Funds 2065 Target Retirement R6 " | Mutual Funds | — | — | $496K | 3.0% | |
| American Funds 2015 Target Retirement R6 " | Mutual Funds | — | — | $379K | 2.3% | |
| Fidelity VIP Equity Income Initial Fund " | Mutual Funds | — | — | $162K | 1.0% | |
| Fidelity Contrafund Fund " | Mutual Funds | — | — | $139K | 0.8% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $113K | 0.7% | |
| Nationwide Variable Insurance Trust Victory Mid Cap Value Fund Class II " | Other securities | — | — | $103K | 0.6% | |
| Fidelity Small Cap Index Fund Institutional Premium Class " | Common Collective Trusts | — | — | $97K | 0.6% | |
| Wells Fargo Special Small Cap Value Fund " ** 989 Blackrock Strategic Income Opportunity Fund " ** 22 Dodge & Cox Income Fund " ** 692 * Fidelity U.S. Bond Index Fund " | Common Collective Trusts | — | — | $59K | 0.4% | |
| Participant Loans (7.25% - 9.00%) - | Bonds / Notes | — | — | $48K | 0.3% | |
| Nationwide Variable Insurance Trust Jacobs Levy Large Cap Growth Fund " | Other securities | — | — | $44K | 0.3% | |
| s: . * BNY Mellon Sustainable US Equity Fund Pooled separate account | Pooled Separate Accounts | — | — | $33K | 0.2% | |
| Nationwide Variable Insurance Trust International Index VIII Fund " | Other securities | — | — | $33K | 0.2% | |
| Nationwide NVIT Dynamic US Core " | Other securities | — | — | $31K | 0.2% | |
| Nationwide Variable Insurance Trust Multi-Manager Small Company Fund Class I " | Common Stocks | — | — | $30K | 0.2% | |
| Nationwide NVIT Allspring Discovery Fund " | Other securities | — | — | $30K | 0.2% | |
| American Funds 2010 Target Retirement R6 " | Mutual Funds | — | — | $19K | 0.1% | |
| Invesco Oppenheimer Global Fund " | Mutual Funds | — | — | $16K | <0.1% | |
| Fidelity International Index Fund " | Common Collective Trusts | — | — | $14K | <0.1% | |
| Fidelity Cash Reserves Fund Mutual fund ** 138 * Fidelity Government Money Market Fund " | Mutual Funds | — | — | $12K | <0.1% | |
| Vanguard Emerging Markets Stock Index Fund " | Common Collective Trusts | — | — | $11K | <0.1% | |
| Nationwide Variable Insurance Trust Small Cap Growth Fund Class I " | Other securities | — | — | $11K | <0.1% | |
| Nationwide Variable Insurance Trust International Equity I Fund " | Other securities | — | — | $10K | <0.1% | |
| Fidelity VIP Asset Manager Initial Fund " | Mutual Funds | — | — | $10K | <0.1% | |
| Nationwide Variable Insurance Trust AQR Large Cap Defensive Style Fund Class " | Other securities | — | — | $10K | <0.1% | |
| Nationwide NVIT Dynamic US Equity Income " | Other securities | — | — | $8K | <0.1% | |
| Nationwide Variable Insurance Trust Mid Cap Index Fund Class I " | Common Collective Trusts | — | — | $7K | <0.1% | |
| Nationwide Variable Insurance Trust Multi-Manager Small Cap Value Fund Class " | Other securities | — | — | $7K | <0.1% | |
| Invesco V.I. Core Bond Plus Fund " | Mutual Funds | — | — | $6K | <0.1% | |
| Parnassus Core Equity Fund " | Other securities | — | — | $5K | <0.1% | |
| Fidelity Advisor Total Bond Fund " | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity VIP Growth Initial Fund " | Mutual Funds | — | — | $4K | <0.1% | |
| Cohen & Steers Global Realty Fund " | Other securities | — | — | $3K | <0.1% | |
| Nationwide Variable Insurance Trust Emerging Markets I Fund " | Other securities | — | — | $3K | <0.1% | |
| Fidelity VIP Equity Income Service Fund " | Mutual Funds | — | — | $3K | <0.1% | |
| Putnam Large Cap Value Fund Class R6 " | Mutual Funds | — | — | $3K | <0.1% | |
| LVIP Trust American Century Disciplined Core Value Fund " | Other securities | — | — | $2K | <0.1% | |
| T. Rowe Price Mid Cap Value Fund " | Other securities | — | — | $2K | <0.1% | |
| MFS International Growth Fund R5 " ** 945 MFS Mid Cap Growth Fund " | Mutual Funds | — | — | $2K | <0.1% |
