Stacey Graham signed Environmental Defense Fund, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Environmental Defense Fund, Inc.'s EIN is 11-6107128.
Download the official 2024 Form 5500 (PDF) for Environmental Defense Fund, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Environmental Defense Fund, Inc.'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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $134K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHTOWER ADVISORS, LLC | 36-4500709 | — | CONSULTANT | $49K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $24.4M | 14.8% | |
| Principal LifeTime Hybrid 2035 Instl | Other securities | — | — | $15.6M | 9.4% | |
| Principal LifeTime Hybrid 2050 Instl | Other securities | — | — | $12.0M | 7.3% | |
| Principal LifeTime Hybrid 2045 Instl | Other securities | — | — | $11.1M | 6.7% | |
| Principal LifeTime Hybrid 2040 Instl | Other securities | — | — | $10.2M | 6.2% | |
| Principal LifeTime Hybrid 2030 Instl | Other securities | — | — | $8.1M | 4.9% | |
| Principal LifeTime Hybrid 2025 Instl | Other securities | — | — | $7.7M | 4.7% | |
| Principal LifeTime Hybrid 2055 Instl | Other securities | — | — | $6.9M | 4.2% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $6.5M | 3.9% | |
| Principal LifeTime Hybrid 2020 Instl | Other securities | — | — | $6.3M | 3.8% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $5.3M | 3.2% | |
| Lord Abbett Lord Abbett Short Duration Inc R6 | Mutual Funds | — | — | $5.1M | 3.1% | |
| T. Rowe Price T. Rowe Price Overseas Stock I | Other securities | — | — | $4.9M | 3.0% | |
| AB Large Cap Growth Z | Mutual Funds | — | — | $4.6M | 2.8% | |
| Voya Intermed Bond R6 | Other securities | — | — | $4.3M | 2.6% | |
| Group Annuity Contract * Prudential Retirement Insurance and Annuity Company Prudential Guaranteed Income Fund | Common Stocks | — | — | $4.3M | 2.6% | |
| Parnassus Core Equity Instl | Other securities | — | — | $4.1M | 2.5% | |
| Vanguard Equity Inc Adm | Mutual Funds | — | — | $3.9M | 2.4% | |
| Principal LifeTime Hybrid 2060 Instl | Other securities | — | — | $3.7M | 2.3% | |
| Fidelity Emerging Markets Idx | Common Collective Trusts | — | — | $2.7M | 1.6% | |
| Thornburg Limited Term Inc R5 | Common Stocks | — | — | $1.9M | 1.2% | |
| Pioneer Bond K | Other securities | — | — | $1.9M | 1.2% | |
| Prudential PGIM High Yield Z | Other securities | — | — | $1.2M | 0.7% | |
| Principal LifeTime Hybrid 2015 Instl | Other securities | — | — | $1.1M | 0.7% | |
| Nationwide Geneva Small Cap Gr R6 | Other securities | — | — | $960K | 0.6% | |
| Principal LifeTime Hybrid Inc Instl | Common Stocks | — | — | $860K | 0.5% | |
| Impax Sustainable Alloc Instl | Other securities | — | — | $851K | 0.5% | |
| American Century American Century Mid Cap Value R6 | Other securities | — | — | $716K | 0.4% | |
| Natixis Sustainable Future 2055 N | Other securities | — | — | $680K | 0.4% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | — | $679K | 0.4% | |
| Participant Loans Notes receivable with interest rates of 4.25% to 9.50% - | Bonds / Notes | — | — | $619K | 0.4% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50 | Bonds / Notes | — | — | $618K | 0.4% | |
| Natixis Sustainable Future 2045 N | Other securities | — | — | $534K | 0.3% | |
| Goldman Sachs Goldman Sachs Short Dur Govt R6 | Other securities | — | — | $513K | 0.3% | |
| StateStreet State Street Instl US Govt Money Market Premier | Cash / Money Market | — | — | $306K | 0.2% | |
| Principal SmallCap Value II Instl | Other securities | — | — | $304K | 0.2% | |
| Natixis Sustainable Future 2035 N | Other securities | — | — | $201K | 0.1% |
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 |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| MID ATLANTIC CAPITAL CORPORATION | 25-1409618 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO | 13-5381590 | — | AUDITOR | $15K | — |
