Affiliated Managers Group, Inc.'s EIN is 04-3218510.
Download the official 2024 Form 5500 (PDF) for Affiliated Managers Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Affiliated Managers Group, Inc.'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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER SMITH | 13-5674085 | — | NONE | $4K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $19.0M | 16.1% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $18.5M | 15.7% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $18.0M | 15.3% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $13.4M | 11.4% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $8.7M | 7.4% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $8.6M | 7.3% | |
| STATE STREET US TTL MARKET INDEX SL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 036 | Common Collective Trust | — | — | $7.4M | 6.3% | |
| T. ROWE PRICE STRUCT RSRCH CL E T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 010 | Common Collective Trust | — | — | $5.1M | 4.3% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $4.7M | 4.0% | |
| STATE STREET US BOND INDEX X STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 079 | Common Collective Trust | — | — | $3.1M | 2.6% | |
| JENNISON SMALL/MID CAP EQUITY FUND PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 232 | Common Collective Trust | — | — | $1.9M | 1.6% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.7M | 1.4% | |
| Vanguard Treasury Money Market Investor Fund | Registered Investment Companies | — | — | $1.7M | 1.4% | |
| CAPITAL GROUP EUROPACIFIC GWTH TRST CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 661 | Common Collective Trust | — | — | $1.3M | 1.1% | |
| STATE STREET GLOBAL ALL CAP EQ X STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 078 | Common Collective Trust | — | — | $977K | 0.8% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $908K | 0.8% | |
| WTC-CIF II CORE BOND PLUS(SERIES 5) WELLINGTON TRUST · EIN 04-6913417 / PN 229 | Common Collective Trust | — | — | $543K | 0.5% | |
| Participant Loans (Interest rates ranging from 5.25% to 10.50% and maturity dates ranging from July 1, 2025 to August 1, 2053)* | Bonds / Notes | — | — | $498K | 0.4% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $365K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $221K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $114K | <0.1% | |
| STATE STREET GLOBAL ALLCP EQ EX-US STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET US BOND INDEX SL CI XI STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
