BD of Trustees, UPS Local 177, IBT Multi Employer Retirement Plan's EIN is 13-1426500.
Download the official 2024 Form 5500 (PDF) for BD of Trustees, UPS Local 177, IBT Multi Employer Retirement Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONDUENT HUMAN RESOURCE SERVICES | 20-2185976 | — | — | $32K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BNYM MELLON DB SL STOCK INDEX FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 010 | Common Collective Trust | — | $257.6M | $540.7M | 27.0% | |
| Camden Bonds Plus Fund LLC Other investment | Other securities | — | $124.1M | $130.6M | 6.5% | |
| PIMCO Income Fund Registered investment company | Mutual Funds | — | $134.6M | $126.8M | 6.3% | |
| NHIT CORE DISCIPLINED ALPHA TRUST LOOMIS SAYLES TRUST COMPANY, LLC · EIN 20-8080381 / PN 029 | Common Collective Trust | — | $113.4M | $123.4M | 6.2% | |
| NB STRAT MULTI-SECTOR FIXED INC TR NEUBERGER BERMAN TRUST COMPANY, N.A. · EIN 20-4797982 / PN 006 | Common Collective Trust | — | $105.8M | $122.4M | 6.1% | |
| ARROWSTREET INTL EQUITY-ACWI EX US ARROWSTREET CAPITAL, LIMITED PARTNERSHIP · EIN 45-6500555 / PN 003 | 103-12 Investment Entity | — | $56.0M | $96.0M | 4.8% | |
| WTC-CIF II SMID CAP RE S4 WELLINGTON TRUST COMPANY, N.A · EIN 04-6913417 / PN 157 | Common Collective Trust | — | $36.2M | $67.3M | 3.4% | |
| RREEF America II LP Limited partnership | Other securities | — | $65.9M | $66.6M | 3.3% | |
| WILLIAM BLAIR SMALL-MID CAP CORE CO GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 016 | Common Collective Trust | — | $48.9M | $65.3M | 3.3% | |
| JP MORGAN STRATEGIC PROPERTY FUND JPMORGAN CHASE BANK, N.A. · EIN 13-6038770 / PN 001 | Common Collective Trust | — | $51.2M | $59.3M | 3.0% | |
| IIF ERISA Hedged LP Limited partnership | Other securities | — | $40.0M | $58.6M | 2.9% | |
| LSV INTERNATIONAL (ACWI EX U.S.) VA RELIANCE TRUST COMPANY · EIN 90-6169542 / PN 004 | Common Collective Trust | — | $46.0M | $55.7M | 2.8% | |
| American Funds EuroPacific Growth Registered investment company | Mutual Funds | — | $48.8M | $45.9M | 2.3% | |
| Grosvenor Opportunistic Multi-Credit Fund C Ltd. Other investment | Common Stocks | — | $35.3M | $43.2M | 2.2% | |
| GoldPoint Partners Select Manager Fund IV LP Limited partnership | Other securities | — | $30.7M | $39.8M | 2.0% | |
| ULLICO INFRASTRUC TAX-EXEMPT FD LP ULLICO INVESTMENT ADVISORS INC. · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | — | $26.5M | $30.3M | 1.5% | |
| Audax Senior Loan IDF Fund-E LP Limited partnership | Other securities | — | $34.8M | $29.1M | 1.5% | |
| COREalpha Private Equity Partners Fund V LP Limited partnership | Other securities | — | $14.6M | $27.9M | 1.4% | |
| OAKTREE MIDDLE-MARKET DIRECT LENDIN OAKTREE CAPITAL MANAGEMENT, L.P. · EIN 82-4931180 / PN 001 | 103-12 Investment Entity | — | $20.5M | $19.8M | 1.0% | |
| Dawson Portfolio Finance 5 LP Limited partnership | Other securities | — | $17.3M | $17.2M | 0.9% | |
| Thoma Bravo Fund XV LP and Global LP Limited partnership | Other securities | — | $11.8M | $16.2M | 0.8% | |
| EB TEMPORARY INVESTMENT FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | — | $16.0M | $16.0M | 0.8% | |
| TA Debt Fund V LP Limited partnership | Other securities | — | $13.4M | $13.8M | 0.7% | |
| Blackstone Capital Opportunities Fund IV LP Limited partnership | Other securities | — | $10.8M | $12.6M | 0.6% | |
| Genstar Capital Partners X LP Limited partnership | Other securities | — | $10.9M | $12.5M | 0.6% | |
| Blackstone Real Estate Partners X.TE.2 LP Limited partnership | Other securities | — | $10.2M | $11.9M | 0.6% | |
| Dawson Portfolio Finance 6 LP Limited partnership | Other securities | — | $11.7M | $11.8M | 0.6% | |
| PennantPark Senior Credit Fund II ERISA Levered Feeder LP Limited partnership | Other securities | — | $11.2M | $11.7M | 0.6% | |
| Thoma Bravo Fund XIV LP and Global LP Limited partnership | Other securities | — | $8.9M | $11.1M | 0.6% | |
| GI Partners Fund VI LP Limited partnership | Other securities | — | $7.1M | $9.9M | 0.5% | |
| Audax Private Equity Fund VII-A LP Limited partnership | Other securities | — | $7.9M | $9.3M | 0.5% | |
| Blackstone Senior Direct Lending Fund LP Limited partnership | Other securities | — | $7.8M | $8.3M | 0.4% | |
| Greenbriar Equity Fund VI LP Limited partnership | Other securities | — | $5.4M | $7.2M | 0.4% | |
| Audax Mezzanine Fund V-A LP Limited partnership | Other securities | — | $5.8M | $6.2M | 0.3% | |
| Harvest Partners IX LP Limited partnership | Other securities | — | $4.2M | $5.3M | 0.3% | |
| Innovatus Life Sciences Lending Fund I LP Limited partnership | Other securities | — | $3.0M | $5.1M | 0.3% | |
| Summit Partners Growth Equity XI-A LP Limited partnership | Other securities | — | $3.8M | $4.9M | 0.2% | |
| Innovatus Flagship Fund I LP Limited partnership | Common Collective Trusts | — | $7.5M | $4.7M | 0.2% | |
| WP COREalpha VI (Cayman) LP Limited partnership | Other securities | — | $3.1M | $4.5M | 0.2% | |
| Thoma Bravo Credit Fund III Feeder LP Limited partnership | Other securities | — | $2.9M | $3.1M | 0.2% | |
| Genstar Capital Partners XI LP Limited partnership | Other securities | — | $1.1M | $1.3M | <0.1% | |
| Innovatus Structured Credit Real Estate Fund I LP Limited partnership | Other securities | — | $598K | $1.3M | <0.1% | |
| New Mountain Partners VII LP Limited partnership | Other securities | — | $1.3M | $1.2M | <0.1% | |
| Windjammer Capital Fund VI LP Limited partnership | Other securities | — | $800K | $740K | <0.1% | |
| Innovatus Structured Credit Real Estate Value Fund LP Limited partnership | Other securities | — | $770K | $548K | <0.1% | |
| New Mountain Partners VII Direct Aggregator LP Limited partnership | Other securities | — | $416K | $386K | <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 |
|---|
| WILLIAM BLAIR INVESTMENT MANAGEMENT | 47-2614791 | — | — | $471K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | — | $75K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALAN BILLER & ASSOCIATES | 94-2854958 | — | — | $1.4M | — |
| JPMORGAN CHASE BANK, N.A. | 13-4994650 | — | — | $635K | — |
| ARROWSTREET CAPITAL, LP | 04-3472863 | — | — | $558K | — |
| THE SEGAL COMPANY (EASTERN STATES) | 13-1835864 | — | — | $227K | — |
| LOOMIS SAYLES TRUST COMPANY | 20-8080381 | — | — | $194K | — |
| PROSKAUER ROSE, LLP | 13-1840454 | — | — | $81K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | — | $73K | — |
| WEAVER AND TIDWELL, LLP | 75-0786316 | — | — | $69K | — |
| ZAZZALI P.C. | 22-1973215 | — | — | $62K | — |
| BNY MELLON | 25-6078093 | — | — | $30K | — |
| QDRO BENEFITS FIRM, SUSAN L DUBROF | 84-2015520 | — | — | $21K | — |
| RR DONNELLEY | — | CHICAGO, IL | — | $14K | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | — | — | $0 | — |
