JON Van COTT signed Muscular Dystrophy Association, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Muscular Dystrophy Association, Inc.'s EIN is 13-1665552.
Download the official 2024 Form 5500 (PDF) for Muscular Dystrophy Association, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Muscular Dystrophy Association, Inc.'s plan includes a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, 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 | — | RECORDKEEPER | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMI | 13-5674085 | — | ADVISOR | $51K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Trgt Date Ret 2050 R6 | Mutual Funds | — | — | $3.2M | 13.7% | |
| American Funds Trgt Date Ret 2040 R6 | Mutual Funds | — | — | $2.9M | 12.6% | |
| American Funds Trgt Date Ret 2035 R6 | Mutual Funds | — | — | $2.6M | 11.3% | |
| American Funds Trgt Date Ret 2045 R6 | Mutual Funds | — | — | $2.4M | 10.2% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.2M | 9.3% | |
| American Funds Trgt Date Ret 2025 R6 | Mutual Funds | — | — | $1.6M | 6.9% | |
| ClearBridge Large Cap Growth IS | Other securities | — | — | $1.2M | 5.2% | |
| American Funds Trgt Date Ret 2055 R6 | Mutual Funds | — | — | $998K | 4.3% | |
| American Funds Trgt Date Ret 2030 R6 | Mutual Funds | — | — | $822K | 3.5% | |
| BlackRock Liquidity FedFd Premier | Other securities | — | — | $720K | 3.1% | |
| Vanguard Small-Cap Index Admiral | Mutual Funds | — | — | $632K | 2.7% | |
| American Funds Trgt Date Ret 2020 R6 | Mutual Funds | — | — | $550K | 2.4% | |
| iShares MSCI EAFE International Index K | Other securities | — | — | $424K | 1.8% | |
| American Funds Trgt Date Ret 2060 R6 | Mutual Funds | — | — | $372K | 1.6% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $364K | 1.6% | |
| MFS Value R6 | Mutual Funds | — | — | $349K | 1.5% | |
| Vanguard Inter-Term Bond Index Adm | Mutual Funds | — | — | $237K | 1.0% | |
| Western Asset Core Plus Bond IS | Other securities | — | — | $206K | 0.9% | |
| Vanguard LifeStrategy Conserv Growth Investor | Mutual Funds | — | — | $187K | 0.8% | |
| American Funds Trgt Date Ret 2015 R6 | Mutual Funds | — | — | $180K | 0.8% | |
| BlackRock Mid-Cap Growth Equity K | Other securities | — | — | $175K | 0.8% | |
| Vanguard International Value Investor | Mutual Funds | — | — | $164K | 0.7% | |
| Vanguard Mid-Cap Index Admiral | Mutual Funds | — | — | $164K | 0.7% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $137K | 0.6% | |
| Participant loans | Participant loans | — | — | $126K | 0.5% | |
| Hartford Schroders Emerging Mkts Eq SDR | Other securities | — | — | $84K | 0.4% | |
| Synthetic Investment Contracts | Other securities | — | — | $63K | 0.3% | |
| MFS International Growth R6 | Mutual Funds | — | — | $61K | 0.3% | |
| American Century Inflation Adj Bond R6 | Other securities | — | — | $45K | 0.2% | |
| Franklin Small Cap Value R6 | Mutual Funds | — | — | $37K | 0.2% | |
| ClearBridge Small Cap Growth IS | Other securities | — | — | $33K | 0.1% | |
| American Funds Trgt Date Ret 2010 R6 | Mutual Funds | — | — | $29K | 0.1% | |
| PIMCO Income Instl | Mutual Funds | — | — | $22K | <0.1% | |
| Vanguard LifeStrategy Mod Gr Inv | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
