Laura Scott signed American LUNG Association's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American LUNG Association's EIN is 13-1632524.
Download the official 2023 Form 5500 (PDF) for American LUNG Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)American LUNG Association's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $43K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2045 Fund | Mutual Funds | — | — | $5.9M | 13.8% | |
| Fidelity Freedom Index 2040 Fund | Mutual Funds | — | — | $5.4M | 12.7% | |
| Fidelity Freedom Index 2035 Fund | Mutual Funds | — | — | $4.4M | 10.4% | |
| Fidelity Freedom Index 2030 Fund | Mutual Funds | — | — | $3.2M | 7.6% | |
| Fidelity Freedom Index 2050 Fund | Mutual Funds | — | — | $3.1M | 7.2% | |
| Fidelity Freedom Index 2025 Fund | Mutual Funds | — | — | $3.1M | 7.2% | |
| Fidelity Freedom Index 2055 Fund | Mutual Funds | — | — | $3.0M | 7.1% | |
| Fidelity Freedom Index 2020 Fund | Mutual Funds | — | — | $3.0M | 7.1% | |
| Harbor Capital Appreciation Fund | Other securities | — | — | $2.3M | 5.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.2M | 5.1% | |
| Fidelity Freedom Index 2060 Fund | Mutual Funds | — | — | $1.7M | 4.0% | |
| DFA US Core Equity Fund | Mutual Funds | — | — | $791K | 1.9% | |
| Money Market Fund * Fidelity Government Money Market Fund | Mutual Funds | — | — | $675K | 1.6% | |
| PIMCO RAE U.S. Fund | Mutual Funds | — | — | $565K | 1.3% | |
| Fidelity Freedom Index 2015 Fund | Mutual Funds | — | — | $494K | 1.2% | |
| Fidelity Extended Index Fund | Common Collective Trusts | — | — | $472K | 1.1% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $437K | 1.0% | |
| Participant Notes Receivable - Bearing interest at rates ranging from 4.25% to 9.5% maturing through July 2029 | Bonds / Notes | — | — | $408K | 1.0% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $370K | 0.9% | |
| June 30, 2024 Investment Current Value Mutual Funds American Funds EuroPacific Growth Fund R6 | Mutual Funds | — | — | $326K | 0.8% | |
| Fidelity Freedom Index 2065 Fund | Mutual Funds | — | — | $268K | 0.6% | |
| PIMCO RAE U.S. Small Fund | Mutual Funds | — | — | $232K | 0.5% | |
| ClearBridge Small Cap Growth Fund | Other securities | — | — | $175K | 0.4% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $169K | 0.4% | |
| Fidelity Freedom Index Income Fund Investor | Mutual Funds | — | — | $20K | <0.1% | |
| Fidelity Freedom Index 2010 Fund | Mutual Funds | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
