Imgard Ryan signed Citizens Financial Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Citizens Financial Group, Inc.'s EIN is 05-0412693.
Download the official 2024 Form 5500 (PDF) for Citizens Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Citizens Financial Group, Inc.'s plan includes a defined-benefit pension 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 |
|---|---|---|---|---|---|
| PACIFIC INVESTMENT MGMT CO. | 33-0629048 | — | INVEST. MGMT. | $509K | — |
| JENNISON | 23-6994310 | — | INVEST.MGMT | $241K | — |
| BLACKROCK INSTITUTIONAL TRUST CO. | 94-3112180 | — | INVEST. MGMT. | $137K | — |
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 | |||||
|---|---|---|---|---|---|---|
| LONG CORP BOND INDEX NON-LENDABLE BLACKROCK INSTITUTIONAL TRUST CO · EIN 27-5374945 / PN 001 | Common Collective Trust | — | — | $207.7M | 17.3% | |
| BLACKROCK EQUITY INDEX NON-LENDABLE BLACKROCK INSTITUTIONAL TRUST CO · EIN 80-0300291 / PN 001 | Common Collective Trust | — | — | $188.5M | 15.7% | |
| Managed Portfolios, Net | Other securities | — | $194.9M | $166.9M | 13.9% | |
| MFS INTERNATIONAL EQUITY CLASS 4 MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $165.5M | 13.8% | |
| PRU US LONG DURATION CORP BD PRUDENTIAL TRUST CO · EIN 23-6994310 / PN 159 | Common Collective Trust | — | — | $163.8M | 13.6% | |
| FIDELITY GLOBAL LOW VOLATILITY EQUI FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 145 | Common Collective Trust | — | — | $96.6M | 8.0% | |
| ARTISAN SUSTAINABLE EMERGING MARKET ARTISAN PARTNERS · EIN 26-3653822 / PN 021 | Common Collective Trust | — | — | $80.8M | 6.7% | |
| Purchase SHORT TERM INVESTMENT FUNDS 76,000 — | Cash / Money Market | — | — | $76.0M | 6.3% | |
| Sale FIDELITY INV MMKT TREAS 680 VAR RT 12/31/2049 DD 09/22/11 $— | Mutual Funds | — | $61.0M | $61.0M | 5.1% | |
| JENNISON SMALL/MID CAP EQUITY FUND JENNISON · EIN 23-6994310 / PN 232 | Common Collective Trust | — | — | $58.8M | 4.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF NEW YORK MELLON | 13-5160382 | — | TRUSTEE | $175K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELOITTE | 13-3891517 | — | AUDITOR | $131K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON DELAWARE INC | 53-0181291 | — | ACTUARY | $1.0M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUDENTIAL TRUST CO. | 23-2189568 | — | INVEST. MGMT. | $391K | — |
| MERCER INVESTMENT CONSULTING LLC | 61-0736136 | — | INVEST. ADV. | $166K | — |
